Employers › Agilysys
Recordkeeping fees per participant · The Retirement Plan of Agilysys, Inc. · plan year 2024
$77.15
Higher than 56% of the 5,847 plans $50 to 250M that report it.
= $71,442 / 926
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250930145346NAL0029590514001, received 2025-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930145346NAL0029590514001, received 2025-09-30
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-30.
Administrative expenses excluding investment management, per participant
$94.43
Higher than 51% of the 8,758 plans $50 to 250M that report it.
= $87,442 / 926
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250930145346NAL0029590514001, received 2025-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930145346NAL0029590514001, received 2025-09-30
Administrative expenses per participant
$199.59
Higher than 71% of the 9,042 plans $50 to 250M that report it.
= $184,818 / 926
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250930145346NAL0029590514001, received 2025-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930145346NAL0029590514001, received 2025-09-30
Administrative expenses as a share of assets
0.134%
Higher than 49% of the 9,049 plans $50 to 250M that report it.
= $184,818 / $138,290,016
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250930145346NAL0029590514001, received 2025-09-30
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250930145346NAL0029590514001, received 2025-09-30
Employer contributions per participant
$2,111
Higher than 36% of the 9,105 plans $50 to 250M that report it.
= $1,955,002 / 926
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250930145346NAL0029590514001, received 2025-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930145346NAL0029590514001, received 2025-09-30
Employer share of total contributions
22.8%
Higher than 28% of the 9,112 plans $50 to 250M that report it.
= $1,955,002 / $8,568,399
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250930145346NAL0029590514001, received 2025-09-30
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250930145346NAL0029590514001, received 2025-09-30
Employer match
“Generally, the plan allows eligible employees to contribute a portion of their compensation, and we match 100% of the first 1% of the employee's pre-tax contributions and 50% of the next 5% of the employee's pre-tax contributions.”
Form 10-K filed 2026-05-21, for the year ended 2026-03-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2026-03-31. Figures cover plan year 2024. The plan document governs.
2T default investment (QDIA) · 2E profit-sharing · 2J 401(k) feature · 2F ERISA 404(c) plan · 2K 401(m) arrangement · 2S pre-approved plan document · 2G fully participant-directed · 3H controlled-group sponsor · 3D IRS pre-approved plan · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250930145346NAL0029590514001, received 2025-09-30
| Field | Value | Source |
|---|---|---|
| Plan sponsor | AGILYSYS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Plan name | THE RETIREMENT PLAN OF AGILYSYS, INC. | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Sponsor EIN / plan number | 34-0907152 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Sponsor location | ALPHARETTA, GA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Industry (business code) | 423600, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Filing received | 2025-09-30 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Participants, beginning of year | 931 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Active participants | 498 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Participants, end of year | 944 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Participants with an account balance | 926 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Total assets, beginning of year | $123,599,240 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Total assets, end of year | $138,290,016 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Net assets, end of year | $138,290,016 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Total income | $27,434,865 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Net income | $14,690,776 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Employer contributions | $1,955,002 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Participant contributions | $5,766,834 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Other contributions (incl. rollovers) | $846,563 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Total contributions | $8,568,399 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Benefit payments | $12,557,600 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Total expenses (incl. benefit payments) | $12,744,089 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Total administrative expenses | $184,818 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Recordkeeping fees | $71,442 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| IQPA audit fees | $16,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Investment advisory and management fees | $97,376 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Administrative expenses excluding investment management | $87,442 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Held in common/collective trusts | $9,262,110 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Held in mutual funds | $126,782,998 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250930145346NAL0029590514001, received 2025-09-30 |
| Independent auditor | WARREN AVERETT | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250930145346NAL0029590514001, received 2025-09-30 |
Position = column in the DOL layout for form year 2024. Filing 20250930145346NAL0029590514001, received 2025-09-30.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | ADVISOR | 27 Investment advisory (plan) | $85,000 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $71,612 | yes |
| WARREN AVERETT, LLC | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $16,000 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $12,376 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250930145346NAL0029590514001, received 2025-09-30.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $123,599,240 | $138,290,016 | 11.9% |
| Participants with a balance | 919 | 926 | 0.8% |
| Administrative expenses | $159,470 | $184,818 | 15.9% |
| Recordkeeping fees per participant | $72.92 | $77.15 | 5.8% |
| Employer contributions | $1,798,133 | $1,955,002 | 8.7% |
Prior filing 20241009140918NAL0018501393001, received 2024-10-09; the plan years are contiguous.
Sponsor name as filed: AGILYSYS, INC.; SEC registrant: AGILYSYS INC (CIK 78749, matched by EIN; display name from the Form 10-K cover).