Retirement plan

INTERIOR ALTERATIONS, INC. PROFIT SHARING PLAN

Name: INTERIOR ALTERATIONS, INC. - INTERIOR ALTERATIONS, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: INTERIOR ALTERATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERIOR ALTERATIONS, INC. PROFIT SHARING PLAN, INTERIOR ALTERATIONS, INC.

INTERIOR ALTERATIONS, INC.EIN 36-2906684Plan #001PY 2025

200 W MONROE ST, SUITE 2150 - CHICAGO, IL 60606312-656-0366

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

-7.7% from 2024

Total participants

0.0% from 2024

Average account balance

$236,653

-7.7% from 2024

Annual return

5.15%

-1.16 pp from 2024

Benchmarks

See 10,478 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort10,478 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.84M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$237K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$123K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+5.15%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$44452

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$533K

$44452 / participant

Other / not subdivided$533K100.0%

% of EOY assets

18.783%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$236,653

$171,492+38.0%

$150,734+57.0%

$198,609+19.2%

Participation rate

100.0%

81.4%+18.6pp

78.4%+21.6pp

82.4%+17.6pp

Annual return

5.15%

804.70%-799.6pp

600.81%-595.7pp

202.70%-197.6pp

Employer contribution / active EE

$5,470-100.0%

$4,918-100.0%

$5,055-100.0%

Participant deferral / active EE

$10,235

$6,259+63.5%

$5,610+82.4%

$6,977+46.7%

Admin fee / account holder

$44,452

$17,628+152.2%

$14,905+198.2%

$19,030+133.6%

INTERIOR ALTERATIONS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERIOR ALTERATIONS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion