Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Infor (US)
Infor (US) 401(k)
- Professional, scientific, and technical services
- Alpharetta, GA
- EIN 20-3469219
- 1 plan with Schedule H financials
- Plan year 2024
- Infor (US), Inc.
Filed as negative.Schedule H line 2i(3) is reported as -$6,335. The filing is shown as received; the derived figures below treat a negative amount as zero, and a percentile is only shown for positive values.
Administrative expenses excluding investment management, per participant · Infor 401(k) Savings Plan · plan year 2024
$4.30
Higher than 5% of the 1,045 plans over $1B that report it.
Source
= $27,688 / 6,443
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009114641NAL0015976354001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009114641NAL0015976354001, received 2025-10-09
Percentiles compare this plan with the Schedule H plans over $1B 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 2025-10-09.
Cost and contributions
Administrative expenses per participant
$8.86
Higher than 3% of the 1,076 plans over $1B that report it.
Source
= $57,103 / 6,443
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009114641NAL0015976354001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009114641NAL0015976354001, received 2025-10-09
Administrative expenses as a share of assets
0.005%
Higher than 4% of the 1,076 plans over $1B that report it.
Source
= $57,103 / $1,147,501,152
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009114641NAL0015976354001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009114641NAL0015976354001, received 2025-10-09
Employer contributions per participant
$1,204
Higher than 8% of the 1,135 plans over $1B that report it.
Source
= $7,756,589 / 6,443
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009114641NAL0015976354001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009114641NAL0015976354001, received 2025-10-09
Employer share of total contributions
10.3%
Higher than 3% of the 1,135 plans over $1B that report it.
Source
= $7,756,589 / $75,092,918
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009114641NAL0015976354001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009114641NAL0015976354001, received 2025-10-09
99.2% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $150,916 ($32.29 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms, as stated in Infor (US), Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009114641NAL0015976354001, received 2025-10-09
Full record, Infor 401(k) Savings Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | INFOR (US), INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Plan name | INFOR 401(K) SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Sponsor EIN / plan number | 20-3469219 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Sponsor location | ALPHARETTA, GA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Industry (business code) | 541511, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Filing received | 2025-10-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Participants, beginning of year | 7,337 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Active participants | 4,466 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Participants, end of year | 7,048 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Participants with an account balance | 6,443 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Total assets, beginning of year | $1,006,616,524 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Total assets, end of year | $1,147,501,152 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Net assets, end of year | $1,147,501,152 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Total income | $235,475,575 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Net income | $140,993,669 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Employer contributions | $7,756,589 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Participant contributions | $59,737,027 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Other contributions (incl. rollovers) | $7,599,302 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Total contributions | $75,092,918 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Benefit payments | $94,324,046 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Total expenses (incl. benefit payments) | $94,481,906 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Total administrative expenses | $57,103 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Contract administrator fees | $300 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Recordkeeping fees | -$6,335 (filed as negative) | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| IQPA audit fees | $18,203 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Investment advisory and management fees | $29,415 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Administrative expenses excluding investment management | $27,688 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Held in master trusts | $1,138,399,772 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009114641NAL0015976354001, received 2025-10-09 |
| Independent auditor | CBIZ CPAS P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009114641NAL0015976354001, received 2025-10-09 |
Position = column in the DOL layout for form year 2024. Filing 20251009114641NAL0015976354001, received 2025-10-09.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $29,414 | no |
| CBIZ CPAS P.C. | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $18,203 | no |
| WILLIS TOWERS WATSON US LLC | ACTUARY | 16 Consulting (general) | $15,520 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $14,591 | 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 20251009114641NAL0015976354001, received 2025-10-09.
Master trust
KOCH COMPANIES DC MASTER TRUST (EIN 270627941, PN 001): plan interest $1,138,399,772, 8.5% of the trust. The trust's own filing (20250930110244NAL0005453491001, received 2025-09-30) reports net assets $13,404,413,873, administrative expenses $1,777,005, recordkeeping fees $0, investment management fees $547,674 and 2 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | 60 99 | $0 | $0 |
| WEALTH MANAGEMENT SYSTEMS INC | 49 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,006,616,524 | $1,147,501,152 | 14.0% |
| Participants with a balance | 6,624 | 6,443 | -2.7% |
| Administrative expenses | $-87,797 | $57,103 | |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $8,892,693 | $7,756,589 | -12.8% |
Prior filing 20241013123925NAL0014059635001, received 2024-10-13; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: INFOR (US), INC.; SEC registrant: Infor (US), Inc. (CIK 1556143, matched by EIN).