Plan Snapshot
- Plan Sponsor: Interstate Oil Co.
- Sponsor EIN: 942154633
- Sponsor Address: 8221 ALPINE AVENUE, SACRAMENTO, CA, 95826
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $11.1M
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. |
|---|---|---|---|---|
| 2024 | 208 | $11.1M | $167,996 | $872,264 |
| 2023 | 203 | $9.4M | $137,207 | $846,599 |
| 2022 | 208 | $8.5M | $119,067 | $720,340 |
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 |
|---|---|---|---|---|
| CAMPBELL TAYLOR WASHBURN | 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 | $53,397 | $29,169 | $24,228 | — | — |
| 2023 | $48,191 | $26,311 | $21,880 | — | — |
| 2022 | $19,802 | $3,140 | $16,662 | — | — |