Plan Ledger DOL Form 5500 · updated monthly

Interstate Cold Storage, Inc.401(k)

TIPPMANN AFFILIATED GROUP 401(K) EMPLOYEES RETIREMENT PLAN · FORT WAYNE, IN · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Interstate Cold Storage, Inc. reported $66,153 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,961 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 0.32% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Indiana (807th of 1,562), and the 1,033rd of 2,677 in transportation & warehousing. In 2024, employees put in $2.46 for every $1.00 the employer contributed; active participation has grown from 184 to 205 since 2022.

Plan summary
Net assets, end of year$12,080,034
Participants with balances227
Active participants205
Employer contributions$401,964
Employee contributions$987,931
Employer contribution per active participant$1,961
Average account balance$53,216
Benefits paid to participants$2,057,603
Plan auditUnmodified (clean) audit opinion
AuditorANDERS MINKLER HUBER & HELMLLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 227 accts · $402K emplr
2023$11.5M · 222 accts · $358K emplr
2022$9.6M · 197 accts · $283K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,537
Investment management$34,616
Total administrative$66,153
The Interstate Cold Storage, Inc. 401(k) match · 2024
Employer contribution per active participant$1,961
Median for plans this size$2,416
2024$1,961 per active participant
2023$1,756 per active participant
2022$1,540 per active participant

Interstate Cold Storage, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
OPPENHEIMER & CO. INC. · Recordkeeping · Pension consulting$47,632
ADP, INC. · Loan processing · Recordkeeping$31,537
ANDERS MINKLER HUBER & HELM LLP · Recordkeeping · Pension consulting$10,800

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, ANDERS MINKLER HUBER & HELM LLP, OPPENHEIMER & CO. INC.
2023ADP, OPPENHEIMER & CO. INC.

This plan has changed recordkeepers within these filings. If you left Interstate Cold Storage, 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$66,153 · 0.56%
2023$50,544 · 0.48%
2022$31,961 · 0.32%
Same employer
Similar plansTransportation & Warehousing · Indiana
Al Warren Oil Company IN$14.9M · 0.60%
Fraley & Schilling, Inc. IN$10.7M · 0.69%
Comlux America, LLC IN$9.7M · 0.47%
MD Logistics LLC IN$9.0M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351289438 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.