Plan Snapshot
- Plan Sponsor: Interstate Warehousing, INC.
- Sponsor EIN: 351625381
- Sponsor Address: 9009 COLDWATER ROAD, FORT WAYNE, IN, 46825
- Plan Type: 401(k)
- Total Participants: 1,126
- Total Assets: $43.1M
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 | 1,126 | $43.1M | $608,937 | $3.0M |
| 2023 | 1,100 | $36.9M | $576,793 | $2.8M |
| 2022 | 1,073 | $31.0M | $552,504 | $2.6M |
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 |
|---|---|---|---|---|
| FORVIS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS LLP — Auditor
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 | $139,297 | $27,248 | $27,425 | — | — |
| 2023 | $106,900 | $72,095 | $17,232 | — | — |
| 2022 | $102,239 | $49,643 | $49,719 | — | — |