# Interstate Batteries, INC. DC Plan
Source: https://planprovider.pro/companies/interstate-batteries-inc-plan-002

> Interstate Batteries, INC.'s DC plan: 1,252 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:** 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORNINGSTAR INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [BDO USA LLP](https://planprovider.pro/provider/bdo-usa-pc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/interstate-batteries-inc-plan-002)

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