Plan Snapshot
- Plan Sponsor: Interstate Mechanical Corporation
- Sponsor EIN: 860448232
- Sponsor Address: 1841 E WASHINGTON ST, PHOENIX, AZ, 850341230
- Plan Type: 401(k)
- Total Participants: 440
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 440 | $6.0M | $122,430 | $592,690 |
| 2023 | 416 | $5.1M | $134,788 | $532,208 |
| 2022 | 352 | $4.6M | $141,595 | $464,132 |
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 |
|---|---|---|---|---|
| EQUITABLE LIFE INSURANCE CO. | RECORD KEEPER | $5,022 | $6,700 | $11,722 |
| MANSPERGER PATTERSON & MCMULLIN PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EQUITABLE LIFE INSURANCE CO. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,722
- Estimated Expense Ratio: 0.195% 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 | $15,031 | — | — | — | — |
| 2023 | $3,535 | — | $3,535 | — | — |
| 2022 | $2,610 | — | — | — | — |