Plan Snapshot
- Plan Sponsor: Interwest Insurance Services, LLC
- Sponsor EIN: 680266090
- Sponsor Address: 1357 EAST LASSEN AVENUE, CHICO, CA, 959730000
- Plan Type: 401(k)
- Total Participants: 386
- Total Assets: $71.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 386 | $71.3M | $567,668 | $3.3M |
| 2023 | 360 | $63.3M | $570,945 | $3.3M |
| 2022 | 378 | $57.2M | $559,011 | $3.2M |
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 |
|---|---|---|---|---|
| K COE ISOM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- K COE ISOM 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 | $46,690 | $10,007 | $1,200 | — | — |
| 2023 | $41,218 | $10,366 | — | — | — |
| 2022 | $52,005 | $14,341 | — | — | — |