Plan Snapshot
- Plan Sponsor: Interstate Companies, INC.
- Sponsor EIN: 411634358
- Sponsor Address: 1340 CORPORATE CENTER CURVE, EAGAN, MN, 551211233
- Plan Type: 401(k)
- Total Participants: 1,553
- Total Assets: $99.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,553 | $99.6M | $2.1M | $8.0M |
| 2023 | 1,564 | $88.1M | $2.0M | $7.6M |
| 2022 | 1,491 | $71.3M | $1.6M | $6.3M |
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 |
|---|---|---|---|---|
| COPELAND BUHL & COMPANY PLLP | 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 | $249,317 | $55,625 | $193,692 | — | — |
| 2023 | $192,762 | $33,375 | $159,387 | — | — |
| 2022 | $204,596 | $44,500 | $160,096 | — | — |