# Interwest Insurance Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/interwest-insurance-services-llc-401k-plan

> Interwest Insurance Services, LLC's 401(k) plan: 386 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$36,726|—|$36,726|

| STRATEGIC ADVISORS, INC.|ADVISOR|$10,007|—|$10,007|

| K COE ISOM LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [K COE ISOM LLP](https://planprovider.pro/provider/kcoe-isom-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,733

- **Estimated Expense Ratio:** 0.066% 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|$46,690|$10,007|$1,200|—|—|

| 2023|$41,218|$10,366|—|—|—|

| 2022|$52,005|$14,341|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/interwest-insurance-services-llc-401k-plan)

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