Plan Snapshot
- Plan Sponsor: Interlock Industries, INC.
- Sponsor EIN: 611024973
- Sponsor Address: 123 SOUTH 7TH STREET, LOUISVILLE, KY, 40202
- Plan Type: 401(k)
- Total Participants: 929
- Total Assets: $38.8M
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 | 929 | $38.8M | $664,649 | $2.2M |
| 2023 | 991 | $34.4M | $617,613 | $2.0M |
| 2022 | 942 | $31.4M | $626,837 | $2.1M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
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 | $30,000 | $30,000 | — | — | — |
| 2023 | $40,000 | $40,000 | — | — | — |
| 2022 | $40,300 | $40,000 | — | — | — |