Employers › Interstate Batteries
Recordkeeping fees per participant · Interstate Batteries 401(k) Plan · plan year 2024
$13.88
Higher than 13% of the 5,847 plans $50 to 250M that report it.
= $23,466 / 1,691
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251007104923NAL0002395795001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007104923NAL0002395795001, received 2025-10-07
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-07.
Administrative expenses excluding investment management, per participant
$28.28
Higher than 15% of the 8,758 plans $50 to 250M that report it.
= $47,821 / 1,691
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007104923NAL0002395795001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007104923NAL0002395795001, received 2025-10-07
Administrative expenses per participant
$183.44
Higher than 67% of the 9,042 plans $50 to 250M that report it.
= $310,189 / 1,691
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007104923NAL0002395795001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007104923NAL0002395795001, received 2025-10-07
Administrative expenses as a share of assets
0.219%
Higher than 74% of the 9,049 plans $50 to 250M that report it.
= $310,189 / $141,368,504
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007104923NAL0002395795001, received 2025-10-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007104923NAL0002395795001, received 2025-10-07
Employer contributions per participant
$3,139
Higher than 57% of the 9,105 plans $50 to 250M that report it.
= $5,307,395 / 1,691
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007104923NAL0002395795001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007104923NAL0002395795001, received 2025-10-07
Employer share of total contributions
32.0%
Higher than 58% of the 9,112 plans $50 to 250M that report it.
= $5,307,395 / $16,603,231
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007104923NAL0002395795001, received 2025-10-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007104923NAL0002395795001, received 2025-10-07
Plan terms are not published in public filings.
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251007104923NAL0002395795001, received 2025-10-07
| Field | Value | Source |
|---|---|---|
| Plan sponsor | INTERSTATE BATTERIES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Plan name | INTERSTATE BATTERIES 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Sponsor EIN / plan number | 46-2023063 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Sponsor location | DALLAS, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Industry (business code) | 423100, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Filing received | 2025-10-07 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Participants, beginning of year | 1,746 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Active participants | 1,252 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Participants, end of year | 1,737 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Participants with an account balance | 1,691 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Total assets, beginning of year | $126,594,658 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Total assets, end of year | $141,368,504 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Net assets, end of year | $141,368,504 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Total income | $31,695,175 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Net income | $14,814,089 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Employer contributions | $5,307,395 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Participant contributions | $8,258,108 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Other contributions (incl. rollovers) | $3,037,728 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Total contributions | $16,603,231 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Benefit payments | $16,570,897 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Total expenses (incl. benefit payments) | $16,881,086 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Total administrative expenses | $310,189 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Recordkeeping fees | $23,466 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| IQPA audit fees | $23,500 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Investment advisory and management fees | $262,368 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Administrative expenses excluding investment management | $47,821 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Held in mutual funds | $126,923,812 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251007104923NAL0002395795001, received 2025-10-07 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251007104923NAL0002395795001, received 2025-10-07 |
Position = column in the DOL layout for form year 2024. Filing 20251007104923NAL0002395795001, received 2025-10-07.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $212,332 | no |
| MORNINGSTAR INC | NONE | 28 Investment management; 50 Direct payment from the plan | $55,350 | no |
| BDO USA LLP | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $23,500 | no |
| PRIME CAPITAL INV ADV LLC | NONE | 28 Investment management; 50 Direct payment from the plan | $18,201 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 62 Float revenue; 71 Securities brokerage commissions and fees | $785 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251007104923NAL0002395795001, received 2025-10-07.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $126,594,658 | $141,368,504 | 11.7% |
| Participants with a balance | 1,700 | 1,691 | -0.5% |
| Administrative expenses | $349,769 | $310,189 | -11.3% |
| Recordkeeping fees per participant | $13.10 | $13.88 | 5.9% |
| Employer contributions | $5,066,599 | $5,307,395 | 4.8% |
Prior filing 20241005064913NAL0022469872001, received 2024-10-05; the plan years are contiguous.
Sponsor name as filed: INTERSTATE BATTERIES, INC.; SEC registrant: Interstate Batteries, Inc. (CIK 1675946, matched by EIN).