Plan Ledger DOL Form 5500 · updated monthly

Interstate Auto Group, Inc.401(k)

INTERSTATE AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Interstate Auto Group, Inc. reported $44,690 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $845 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 3 years on file its reported administrative ratio has held roughly steady near 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Nebraska (342nd of 565), and the 2,305th of 5,215 in retail trade. In 2024, employees put in $4.65 for every $1.00 the employer contributed; active participation has shrunk from 199 to 165 since 2022.

Plan summary
Net assets, end of year$11,800,015
Participants with balances283
Active participants165
Employer contributions$139,429
Employee contributions$648,326
Employer contribution per active participant$845
Average account balance$41,696
Benefits paid to participants$794,736
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 283 accts · $139K emplr
2023$10.3M · 277 accts · $181K emplr
2022$8.5M · 285 accts · $182K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,717
Investment management$29,973
Total administrative$44,690
The Interstate Auto Group, Inc. 401(k) match · 2024
Employer contribution per active participant$845
Median for plans this size$2,416
2024$845 per active participant
2023$1,008 per active participant
2022$913 per active participant

Interstate Auto Group, Inc.'s 2024 employer contribution ran below the $2,416 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$43,893
HAYS FINANCIAL GROUP LLC · Investment advisory (plan)$29,973

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Interstate Auto Group, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$44,690 · 0.40%
2023$40,500 · 0.43%
2022$37,839 · 0.41%
Same employer
Similar plansRetail Trade · Nebraska
Aai, Inc. NE$13.7M · 0.57%
Beardmore Chevrolet, Inc. NE$11.5M · 0.01%
Spreetail, LLC NE$10.9M · 0.40%
Spreetail, LLC NE$8.6M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 753246503 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.