Retirement plan

INTERSTATE PARTNERS MANAGEMENT CORP. SAFE-HARBOR 401(K) PLAN

Name: INTERSTATE PARTNERS MANAGEMENT CORP. - INTERSTATE PARTNERS MANAGEMENT CORP. SAFE-HARBOR 401(K) PLAN (2025) Form 5500
Creator: INTERSTATE PARTNERS MANAGEMENT CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERSTATE PARTNERS MANAGEMENT CORP. SAFE-HARBOR 401(K) PLAN, INTERSTATE PARTNERS MANAGEMENT CORP.

INTERSTATE PARTNERS MANAGEMENT CORP.EIN 39-2006012Plan #001PY 2025

N16W23217 STONE RIDGE DR STE 200 - WAUKESHA, WI 53188262-506-1000interstatepartners.comLinkedIn11-50 employeesreal estate

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.9M

+14.4% from 2024

Total participants

0.0% from 2024

Average account balance

$360,465

+14.4% from 2024

Annual return

12.88%

-2.95 pp from 2024

Benchmarks

See 9,302 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort9,302 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.93M

Not enough data

1 years with asset history on file

Average account balance

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

$360K

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.

129.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$205K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6090

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 codes2G2F3D2J2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$134K

$7881 / participant

Other / not subdivided$134K100.0%

% of EOY assets

1.689%

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

$360,465

$208,088+73.2%

$186,193+93.6%

$154,746+132.9%

Participation rate

100.0%

80.0%+20.0pp

77.1%+22.9pp

80.7%+19.3pp

Annual return

12.88%

89.97%-77.1pp

78.03%-65.2pp

172.34%-159.5pp

Employer contribution / active EE

$2,856

$4,340-34.2%

$3,918-27.1%

$4,379-34.8%

Participant deferral / active EE

$9,185

$7,078+29.8%

$6,513+41.0%

$6,730+36.5%

Admin fee / account holder

$6,090

$11,698-47.9%

$11,058-44.9%

$14,365-57.6%

INTERSTATE PARTNERS MANAGEMENT CORP. SAFE-HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERSTATE PARTNERS MANAGEMENT CORP. SAFE-HARBOR 401(K) 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