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Original filing (PDF)20251009114641NAL0015976354001
INFOR (US), INC.
Form 5500
FILING_RECEIVED
INFOR 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure26% in single holding
Active participants
4,466
Accounts w/ balance
6,443
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
1 pooled trust
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "SP 500 INDEX PL CL G" is 26% of plan.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFOR (US), INC..
Plan sponsor
Name
INFOR (US), INC.
EIN
20-3469219
Address
13560 MORRIS ROAD · SUITE 4100 · ALPHARETTA, GA · 30004
Phone
(678) 319-8817
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
KOCH BENEFITS ADMINISTRATIVE COMMITTEE
EIN
20-3661223
City
WICHITA, KS
Phone
(404) 652-2109
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $29K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | ACCOUNTANT/AUDITOR | $18K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARY | $16K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
14 direct securities · 1 pooled fund· $2.3B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$1.1B
1 holding
Uncategorized
$1.1B
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| KOCH COMPANIES DC MASTER TRUST KOCH COMPANIES, LLC · EIN 27-0627941 / PN 001 | Master Trust | — | — | $1.1B | 99.2% | |
| SP 500 INDEX PL CL G | — | — | — | $294.9M | 25.7% | |
| FIAM US BOND INX G | — | — | — | $117.2M | 10.2% | |
| FID SHORT INT ENHCD COMM POOL | — | — | — | $100.9M | 8.8% | |
| FID FRDM INX 2030 C | — | — | — | $83.4M | 7.3% | |
| SP LC VALUE INDEX G | — | — | — | $75.6M | 6.6% | |
| FID FRDM INX 2035 C | — | — | — | $73.9M | 6.4% | |
| FID FRDM INX 2040 C | — | — | — | $71.5M | 6.2% | |
| SP TTL MRKT IDX CL G | — | — | — | $64.1M | 5.6% | |
| SP MID CAP IDX CL K | — | — | — | $63.1M | 5.5% | |
| SP GLB EXUS IDX CL G | — | — | — | $57.6M | 5.0% | |
| SP SMALL CP IND CL K | — | — | — | $50.3M | 4.4% | |
| FID FRDM INX 2050 C | — | — | — | $40.8M | 3.6% | |
| FID FRDM INX 2055 C | — | — | — | $38.1M | 3.3% | |
| FID FRDM INX 2065 C | — | — | — | $7.2M | 0.6% |
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