Plan Ledger DOL Form 5500 · updated monthly

Interstate Warehousing, Inc.401(k)

TIPPMANN GROUP EMPLOYEES 401(K) PLAN · FORT WAYNE, IN · plan year 2025

Reported admin expense ratio · 2025
0.47%

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

Interstate Warehousing, Inc. reported $218,988 in plan administrative expenses for 2025: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $585 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 rose from 0.31% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 289th-largest of 1,562 plans among Indiana employers on file, and the 379th of 2,677 in transportation & warehousing. In 2025, employees put in $4.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$50,784,429
Participants with balances1,014
Active participants1,144
Employer contributions$668,985
Employee contributions$3,260,744
Employer contribution per active participant$585
Average account balance$50,083
Benefits paid to participants$2,679,070
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$50.8M · 1,014 accts · $669K emplr
2024$43.1M · 1,035 accts · $609K emplr
2023$36.9M · 1,023 accts · $577K emplr
2022$31.0M · 1,013 accts · $553K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$91,421
Investment management$25,465
Total administrative$218,988
The Interstate Warehousing, Inc. 401(k) match · 2025
Employer contribution per active participant$585
Median for plans this size$2,666
2025$585 per active participant
2024$541 per active participant
2023$524 per active participant
2022$515 per active participant

Interstate Warehousing, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
VOYA RETIREMENT ADVISORS LLC · Investment advisory (participants)$12,316
RETIREMENT PLAN CONCEPTS & SERVICES · Other services$9,282
CAMBRIDGE INVESTMENT RESEARCH ADVISindirect comp

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

Administrative cost history4
2025$218,988 · 0.47%
2024$139,297 · 0.35%
2023$106,900 · 0.32%
2022$102,239 · 0.31%
Same employer
Similar plansTransportation & Warehousing · Indiana
Warehouse Services, Inc. IN$123.0M · 0.04%
Atlas World Group, Inc. IN$72.3M · 0.25%
Bulkmatic Transport Company IN$39.7M · 0.46%
Envista, LLC IN$38.3M · 0.27%
Wheaton van Lines, Inc. IN$35.0M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351625381 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.