Plan Snapshot
- Plan Sponsor: Interior Office Solutions, INC.
- Sponsor EIN: 330894213
- Sponsor Address: 17800 MITCHELL NORTH, IRVINE, CA, 92614
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 142 | $7.9M | $0 | $757,160 |
| 2023 | 154 | $6.3M | $208,516 | $781,775 |
| 2022 | 172 | $4.7M | $209,258 | $722,751 |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $41,574 | — | $18,199 | — | — |
| 2023 | $31,249 | $13,493 | $1,400 | — | — |
| 2022 | $32,276 | $32,276 | — | — | — |