# Interstate Batteries, INC. DB Plan
Source: https://planprovider.pro/companies/interstate-batteries-inc-plan-001

> Interstate Batteries, INC.'s DB plan: 68 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Interstate Batteries, INC.

- **Sponsor EIN:** 462023063

- **Sponsor Address:** 14221 DALLAS PKWY, SUITE 1000, DALLAS, TX, 75254

- **Plan Type:** DB

- **Total Participants:** 68

- **Total Assets:** $27.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|68|$27.2M|$0|$0|

| 2023|79|$24.6M|$0|$0|

| 2022|84|$24.9M|$1.3M|$0|

## 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|

| BDO USA, P.C.|Auditor|$23,500|—|$23,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $23,500

- **Estimated Expense Ratio:** 0.087% 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|$150,914|$40,000|—|$23,500|—|

| 2023|$150,522|$40,000|—|$23,500|—|

| 2022|$152,905|—|—|—|$63,978|

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