Plan Ledger DOL Form 5500 · updated monthly

Interstate Engineering, Inc.ESOP

I.E. HOLDING COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · JAMESTOWN, ND · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Interstate Engineering, Inc. reported $5,808 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,600 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 0.014%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 63rd-largest of 279 plans among North Dakota employers on file, and the 3,179th of 11,654 in professional & technical services. active participation has grown from 124 to 138 since 2022.

Plan summary
Net assets, end of year$42,052,137
Participants with balances179
Active participants138
Employer contributions$358,788
Employee contributions—
Employer contribution per active participant$2,600
Average account balance$234,928
Benefits paid to participants$3,512,375
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.1M · 179 accts · $359K emplr
2023$40.8M · 168 accts · $665K emplr
2022$38.9M · 170 accts · $485K emplr
Administrative expenses, itemized · 2024
Investment management$5,788
Total administrative$5,808
Employer contributions to the Interstate Engineering, Inc. plan · 2024
Employer contribution per active participant$2,600
Median for plans this size$2,416
2024$2,600 per active participant
2023$5,151 per active participant
2022$3,914 per active participant

Interstate Engineering, Inc.'s 2024 employer contribution ran above 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 · 20241
BELL BANK · Investment management$5,788

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$5,808 · 0.01%
2023$5,085 · 0.01%
2022$5,009 · 0.01%
All plans at this employer2
INTERSTATE ENGINEERING, INC. 401K PROFIT SHARING PLAN401(k)
I.E. HOLDING COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP
Same employer
Similar plansProfessional & Technical Services · North Dakota
Houston Engineering, Inc. ND$54.8M · 0.24%
Vogel Law Firm ND$48.2M · 0.15%
Moore Holding Company ND$47.3M · 0.12%
Moore Holding Company ND$36.0M · 0.08%
Brosz Engineering, Inc. ND$23.3M · 0.27%
Applied Engineering, Inc. ND$22.4M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450333441 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.