Plan Ledger DOL Form 5500 · updated monthly

Interface Engineering Inc401(k)

INTERFACE ENGINEERING INC. RETIREMENT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Interface Engineering Inc reported $129,621 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,473 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.33% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 161st-largest of 1,021 plans among Oregon employers on file, and the 2,426th of 11,654 in professional & technical services. In 2024, employees put in $2.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$58,486,969
Participants with balances359
Active participants250
Employer contributions$1,118,287
Employee contributions$2,753,959
Employer contribution per active participant$4,473
Average account balance$162,916
Benefits paid to participants$3,316,322
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPA'S AND ADVISORS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$58.5M · 359 accts · $1.1M emplr
2023$49.4M · 363 accts · $1.3M emplr
2022$36.1M · 351 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,718
Investment management$125,903
Total administrative$129,621
The Interface Engineering Inc 401(k) match · 2024
Employer contribution per active participant$4,473
Median for plans this size$3,635
2024$4,473 per active participant
2023$5,298 per active participant
2022$5,220 per active participant

Interface Engineering Inc's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
SLOY, DAHL & HOLST, INC. · Investment advisory (plan)$125,903
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,718

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$129,621 · 0.24%
2023$143,525 · 0.34%
2022$153,009 · 0.33%
All plans at this employer2
INTERFACE ENGINEERING INC. RETIREMENT PLAN401(k)
INTERFACE ENGINEERING ESOPESOP
Same employer
Similar plansProfessional & Technical Services · Oregon
Bullivant Houser Bailey PC OR$71.0M · 0.11%
Mackenzie Engineering, Inc. OR$63.7M · 0.14%
Digimarc Corporation OR$60.1M · 0.27%
Perkins & Company P.C. OR$50.1M · 0.20%
Otak Inc. OR$44.9M · 0.38%
Cascade Energy, Inc. OR$43.3M · 0.01%
Oregon Research Institute OR$42.3M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930576423 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.