Plan Snapshot
- Plan Sponsor: Interstate Batteries, INC.
- Sponsor EIN: 462023063
- Sponsor Address: 14221 DALLAS PKWY, SUITE 1000, DALLAS, TX, 75254
- Plan Type: DC
- Total Participants: 1,252
- Total Assets: $141.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,252 | $141.4M | $5.3M | $8.3M |
| 2023 | 1,266 | $126.6M | $5.1M | $7.8M |
| 2022 | 1,182 | $116.2M | $4.7M | $7.3M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $212,332 | — | $212,332 |
| MORNINGSTAR INC | NONE | $55,350 | — | $55,350 |
| BDO USA LLP | NONE | $23,500 | — | $23,500 |
| PRIME CAPITAL INV ADV LLC | NONE | $18,201 | — | $18,201 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- MORNINGSTAR INC — NONE
- BDO USA LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $309,383
- Estimated Expense Ratio: 0.219% 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 | $310,189 | $262,368 | — | $23,500 | — |
| 2023 | $349,769 | $303,992 | — | $23,500 | — |
| 2022 | $355,309 | — | — | — | $20,000 |