Plan Ledger DOL Form 5500 · updated monthly

Interior Office Solutions, Inc.401(k)

INTERIOR OFFICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Interior Office Solutions, Inc. reported $41,574 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.69% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (6,063rd of 9,483), and 3,237th of 4,246 in wholesale trade. active participation has shrunk from 172 to 142 since 2022.

Plan summary
Net assets, end of year$7,851,145
Participants with balances115
Active participants142
Employer contributions$0
Employee contributions$757,160
Employer contribution per active participant$0
Average account balance$68,271
Benefits paid to participants$218,639
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 115 accts
2023$6.3M · 140 accts · $209K emplr
2022$4.7M · 136 accts · $209K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,199
Total administrative$41,574
The Interior Office Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313
2023$1,354 per active participant
2022$1,217 per active participant

Interior Office Solutions, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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
JOHN HANCOCK USA · Recordkeeping$140
NORTHWESTERN MUTUAL WEALTH · Investment advisory (participants)$18,199

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$41,574 · 0.59%
2023$31,249 · 0.57%
2022$32,276 · 0.69%
Same employer
Similar plansWholesale Trade · California
Rare Beauty, LLC CA$8.0M · 0.10%
Medvantx, Inc. CA$8.0M · 0.55%
Nexus Professionals LLC CA$7.9M · 0.07%
Grape Expectations CA$7.9M · 0.76%
Coway USA Inc. CA$7.7M · 0.92%
Allstate Floral, Inc. CA$7.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330894213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.