Retirement plan

INTERFACE ENGINEERING INC. RETIREMENT PLAN

Name: INTERFACE ENGINEERING INC - INTERFACE ENGINEERING INC. RETIREMENT PLAN (2023) Form 5500
Creator: INTERFACE ENGINEERING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERFACE ENGINEERING INC. RETIREMENT PLAN, INTERFACE ENGINEERING INC

INTERFACE ENGINEERING INCEIN 93-0576423Plan #003PY 2023

100 SW MAIN STREET, SUITE 1600 - PORTLAND, OR 97204503-382-2266interfaceengineering.comLinkedIn201-500 employeesinformation technology and services

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed April 10, 2025

Plan administrator

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100 SW Main St., Ste 1600

Portland, OR 97204

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Plans declared (1)

Plan name not on file240 emp

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Total assets (EOY)

$49.4M

+37.1% from 2022

Total participants

368

+3.1% from 2022

Average account balance

$136,215

+32.6% from 2022

Annual return

33.72%

+72.30 pp from 2022

Benchmarks

See 3,230 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,230 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$58.49M

Not enough data

1 years with asset history on file

Average account balance

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

$163K

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.

359

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.

98.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.87M

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

+17.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$361

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

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
SLOY DAHL & HOLST6 years Filed as: SLOY, DAHL & HOLST, INC. Service code 16 · EIN 93-0989022	Consulting	$139,950
FIDELITY INVESTMENTS INSTITUTIONAL9+ years Service code 37 · EIN 04-2647786	Loan Processing	$3,575

Plan features & details

Pension benefit codes2F2G2J2T2E3D2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$144K

$565 / participant

Recordkeeping$4K2.5%
Other / not subdivided$140K97.5%

% of EOY assets

0.290%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ALDRICH CPA'S AND ADVISORS LLP
Auditor EIN: 930623286
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$136,215

$95,438+42.7%

$135,982+0.2%

$74,473+82.9%

Participation rate

98.0%

78.2%+19.8pp

81.9%+16.1pp

70.7%+27.3pp

Annual return

33.72%

32.61%+1.1pp

68.32%-34.6pp

34.36%-0.6pp

Employer contribution / active EE

$5,298

$3,878+36.6%

$4,859+9.0%

$2,638+100.8%

Participant deferral / active EE

$10,611

$7,790+36.2%

$7,760+36.7%

$4,530+134.2%

Admin fee / account holder

$395

$259+52.7%

$10,767-96.3%

$347+13.9%

Provider

Service type

Compensation

SLOY DAHL & HOLST6 years

Filed as: SLOY, DAHL & HOLST, INC.

Service code 16 · EIN 93-0989022

Consulting

$139,950

FIDELITY INVESTMENTS INSTITUTIONAL9+ years

Service code 37 · EIN 04-2647786

Loan Processing

$3,575

INTERFACE ENGINEERING INC. RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERFACE ENGINEERING INC. RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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