Plan Ledger DOL Form 5500 · updated monthly

Interior Systems, Inc. dba Isi P401(k)

INTERIOR SYSTEMS, INC. 401(K) PLAN · STERLLING, VA · plan year 2023

Reported admin expense ratio · 2023
1.21%

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

Interior Systems, Inc. dba Isi P reported $49,983 in plan administrative expenses for 2023: 1.21% of average plan assets, higher than ~90% of peers. Employer contributions averaged $12,451 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 rose from 0.59% to 1.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Virginia (1,851st of 2,266), and 1,542nd of 2,096 in real estate & leasing. In 2023, the employer put in $1.39 for every $1.00 employees contributed themselves; active participation has shrunk from 155 to 66 since 2022.

Plan summary
Net assets, end of year$4,779,530
Participants with balances185
Active participants66
Employer contributions$821,774
Employee contributions$591,033
Employer contribution per active participant$12,451
Average account balance$25,835
Benefits paid to participants$1,321,156
Plan auditUnmodified (clean) audit opinion
AuditorAXXISS FINANCIAL
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 157 accts · $303K emplr
2023$4.8M · 185 accts · $822K emplr
2022$3.5M · 178 accts · $559K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$38,954
Investment management$11,029
Total administrative$49,983
The Interior Systems, Inc. dba Isi P 401(k) match · 2023
Employer contribution per active participant$12,451
Median for plans this size$1,308
2024$3,605 per active participant
2023$12,451 per active participant
2022$3,603 per active participant

Interior Systems, Inc. dba Isi P's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ADP, INC. · Pension consulting · Recordkeeping$38,954
ROYAL ALLIANCE ASSOCIATES, INC. · Recordkeeping · Trustee$11,028
ADP BROKER DEALERindirect comp

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

Recordkeeper by year2
2024ADP, ROYAL ALLIANCE ASSOCIATES, INC.
2023ADP, ROYAL ALLIANCE ASSOCIATES, INC.

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

Administrative cost history3
2024$48,028 · 1.01%
2023$49,983 · 1.21%
2022$20,233 · 0.59%
Same employer
Similar plansReal Estate & Leasing · Virginia
Evertree Insurance LLC VA$5.1M · 1.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 521748961 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.