Plan Snapshot
- Plan Sponsor: Interstate Group LLC
- Sponsor EIN: 371398268
- Sponsor Address: 3800 AIRPORT RD., NAMPA, ID, 83687
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 751
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 751 | $11.3M | $0 | $0 |
| 2024 | 599 | $8.6M | $404,001 | $1.3M |
| 2023 | 499 | $6.9M | $409,252 | $1.3M |
| 2022 | 443 | $4.7M | $363,603 | $1.2M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $50,049 | — | $50,049 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,049
- Estimated Expense Ratio: 0.442% 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 |
|---|---|---|---|---|---|
| 2025 | $1,062,969 | $4,408 | — | $9,840 | — |
| 2024 | $53,053 | $10,396 | — | — | — |
| 2023 | $42,091 | $31,183 | — | — | — |
| 2022 | $36,091 | — | — | — | — |