# Interstate Mechanical Corporation 401(k) Plan
Source: https://planprovider.pro/companies/interstate-mechanical-corporation-401k-plan

> Interstate Mechanical Corporation's 401(k) plan: 440 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/equitable) — 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|—|—|—|—|

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