Plan Snapshot
- Plan Sponsor: Interface Engineering INC
- Sponsor EIN: 930576423
- Sponsor Address: 100 SW MAIN STREET, PORTLAND, OR, 97204
- Plan Type: DC
- Total Participants: 250
- Total Assets: $58.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 250 | $58.5M | $1.1M | $2.8M |
| 2023 | 254 | $49.4M | $1.3M | $2.7M |
| 2022 | 247 | $36.1M | $1.3M | $2.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SLOY, DAHL & HOLST, INC. | INVESTMENT ADVISOR | $125,903 | — | $125,903 |
| ALDRICH CPA'S AND ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLOY, DAHL & HOLST, INC. — INVESTMENT ADVISOR
- ALDRICH CPA'S AND ADVISORS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,903
- Estimated Expense Ratio: 0.215% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $129,621 | $125,903 | — | — | — |
| 2023 | $143,525 | — | — | — | — |
| 2022 | $153,009 | — | — | — | — |