Infusion Software, Inc. Dba Keap 401(k) Plan: Login, Facts & Contact Information

Infusion Software, Inc. Dba Keap 401(k) Plan Facts

Plan name
KEAP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
INFUSION SOFTWARE, INC.
Participants
520 (7 active employees)
Former employees with a balance
419
Plan assets
$19,243,333 at Dec 31, 2024
Average account balance
$45,385 across 424 accounts
Employer contributions
$255,925 in plan year 2024 (11% of all contributions)
Recordkeeper
Usi Advisors, Inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jun 23, 2014
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.26 million went into the plan in contributions, $255,925 of it from the employer (11%).
  • $3.38 million was paid out to participants.
  • Investment and other income added $2.84 million.
  • Administrative expenses were $77,929, about $184 per account.

How the Infusion Software, Inc. Dba Keap 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019606$11.2 million$343,829$2.32 million
2020708$15.0 million$332,800$1.56 million
2021572$19.0 million$327,767$1.54 million
2022582$14.1 million$293,301$3.44 million
2023623$17.6 million$332,198$1.93 million
2024520$19.2 million$255,925$3.38 million

Infusion Software, Inc. Dba Keap 401(k) Contact Information

Phone
602-481-0388
Mailing address
1301 MUNICIPAL WAY SUITE 220, GRAPEVINE TX 76051
Plan sponsor
INFUSION SOFTWARE, INC.
Employer identification number (EIN)
26-1382667
Plan number
003

Questions about the Infusion Software, Inc. Dba Keap 401(k)

Does Infusion Software, Inc. Dba Keap contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $255,925, 11% of all contributions.

Does the Infusion Software, Inc. Dba Keap 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Infusion Software, Inc. Dba Keap 401(k) plan?

520 participants at the start of plan year 2024, 7 of them active employees, and 419 former employees who still had money in the plan.

What is the average 401(k) balance at Infusion Software, Inc. Dba Keap?

About $45,385 per account: $19.2 million in plan assets across 424 accounts with a balance at the end of plan year 2024.

Who manages the Infusion Software, Inc. Dba Keap 401(k) accounts?

Empower (listed on the filing as USI ADVISORS, INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Infusion Software, Inc. Dba Keap. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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