Retirement plan

INTERMOUNTAIN SIGN AND SAFETY RETIREMENT PLAN

Name: INTERMOUNTAIN SIGN AND SAFETY, INC. - INTERMOUNTAIN SIGN AND SAFETY RETIREMENT PLAN (2025) Form 5500
Creator: INTERMOUNTAIN SIGN AND SAFETY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERMOUNTAIN SIGN AND SAFETY RETIREMENT PLAN, INTERMOUNTAIN SIGN AND SAFETY, INC.

INTERMOUNTAIN SIGN AND SAFETY, INC.EIN 45-3532066Plan #001PY 2025

PO BOX 11733 - SPOKANE, WA 992111733208-773-3119

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$120K

+98.8% from 2024

Total participants

0.0% from 2024

Average account balance

$40,017

+98.8% from 2024

Annual return

22.59%

+0.65 pp from 2024

Benchmarks

See 44,465 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,465 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$120K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+22.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$84

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 codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$251

$84 / participant

Other / not subdivided$251100.0%

% of EOY assets

0.209%

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

$40,017

$111,535-64.1%

$105,223-62.0%

$137,256-70.8%

Participation rate

100.0%

78.1%+21.9pp

75.0%+25.0pp

80.0%+20.0pp

Annual return

22.59%

237.85%-215.3pp

180.65%-158.1pp

220.34%-197.8pp

Employer contribution / active EE

$3,690

$3,939-6.3%

$3,6890%

$4,156-11.2%

Participant deferral / active EE

$11,650

$5,500+111.8%

$5,072+129.7%

$6,407+81.8%

Admin fee / account holder

$84

$9,721-99.1%

$8,859-99.1%

$12,270-99.3%

INTERMOUNTAIN SIGN AND SAFETY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERMOUNTAIN SIGN AND SAFETY RETIREMENT 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