Back to filter
Original filing (PDF)20251012130943NAL0000462561001
INFINITE PEO, INC.
Form 5500-SF
FILING_RECEIVED
INFINITE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
216
Accounts w/ balance
59
Plan assets (EOY)
$848K
Net assets (EOY)
$848K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 27% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFINITE PEO, INC..
Plan sponsor
Name
INFINITE PEO, INC.
EIN
92-1417454
Address
104 ELM STREET · MONROE, NY · 11206
Phone
(718) 473-3808
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
BUCKHEAD SPINE SPECIALISTS, LLC
BUCKHEAD SPINE SPECIALISTS, LLC CASH BALANCE PENSION PLAN
$850K · 16 participants
BERKELEY COACHING INSTITUTE
BERKELEY COACHING INSTITUTE 401(K) PLAN
$846K · 13 participants
JOYBRIDGE KIDS, LLC
JOYBRIDGE KIDS 401K PLAN
$844K · 181 participants
WEST VIRGINIA ADVOCATES, INC.
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF WEST VIRGINIA ADVOCATES, INC. DBA DISABILITY RIGHTS OF WEST VIRGINIA
$844K · 27 participants
PATHWAYS OF WISCONSIN, INC.
PATHWAYS OF WISCONSIN 401(K) PLAN
$838K · 37 participants
SALUS CAPITAL INC
SALUS CAPITAL INC 401(K) PROFIT SHARING PLAN & TRUST
$837K · 69 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
