Plan Snapshot
- Plan Sponsor: Interstate Auto Group, INC.
- Sponsor EIN: 753246503
- Sponsor Address: 1435 WEST O STREET, LINCOLN, NE, 68528
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 165 | $11.8M | $139,429 | $648,326 |
| 2023 | 180 | $10.3M | $181,382 | $697,181 |
| 2022 | 199 | $8.5M | $181,593 | $718,704 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — 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 | $44,690 | $29,973 | $14,717 | — | — |
| 2023 | $40,500 | $27,483 | $13,017 | — | — |
| 2022 | $37,839 | $25,296 | $12,543 | — | — |