Back to filter
Original filing (PDF)20251009131337NAL0006634449001
INTERSTATE ELECTRICAL SERVICES CORPORATION
Form 5500
FILING_RECEIVED
INTERSTATE ELECTRICAL SERVICES CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
581
Accounts w/ balance
889
Plan assets (EOY)
$65.3M
Net assets (EOY)
$65.3M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — 164% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERSTATE ELECTRICAL SERVICES CORPORATION.
Plan sponsor
Name
INTERSTATE ELECTRICAL SERVICES CORPORATION
EIN
04-2393971
Address
70 TREBLE COVE ROAD · N. BILLERICA, MA · 01862
Phone
(978) 947-8152
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $185K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 74-2794194 | — | BROKER | $90K | — |
| CHARLES SCHWAB & CO, INC | 94-1737782 | — | SECURITIES BROKER | $216 | — |
Investments
27 direct securities · 1 pooled fund· $66.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$61.8M
27 holdings
Common Collective Trust
$4.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America R6 Fund " | — | — | — | $11.5M | 17.7% | |
| Vanguard 500 Index Admiral Fund " | — | — | — | $7.0M | 10.7% | |
| Transamerica Core Bond R4 Fund " | — | — | — | $4.5M | 6.9% | |
| WILMINGTON/METLIFE STABLE CLASS J METLIFE · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $4.3M | 6.6% | |
| American Funds American Mutual R6 Fund Mutual fund | — | — | — | $4.3M | 6.6% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $3.1M | 4.8% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $2.7M | 4.1% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $2.6M | 4.0% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $2.5M | 3.8% | |
| Vanguard Small Cap Index Admiral Fund " | — | — | — | $2.4M | 3.6% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $2.3M | 3.5% | |
| Transamerica High Yield Bond R4 Fund " | — | — | — | $2.2M | 3.4% | |
| Vanguard Target Retirement 2055 Fund " | — | — | — | $2.1M | 3.3% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $2.1M | 3.2% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $2.1M | 3.2% | |
| Lord Abbett Short Duration Income R6 Fund " | — | — | — | $1.5M | 2.3% | |
| American Funds EuroPacific Growth R6 Fund " | — | — | — | $1.4M | 2.1% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $1.3M | 2.0% | |
| Vanguard Mid-Cap Growth Index Admiral Fund " | — | — | — | $991K | 1.5% | |
| Vanguard Mid-Cap Value Index Admiral Fund " | — | — | — | $837K | 1.3% | |
| Charles Schwab Instl Personal Choice Retirement Accts Self directed brokerage account | — | — | — | $810K | 1.2% | |
| Cash Reserve Fund Interest bearing cash | — | — | — | $793K | 1.2% | |
| Participant Loans (3.25% - 8.50%) - | — | — | — | $766K | 1.2% | |
| Participants Notes Receivable with interest rates of 3.25% to 8.50% | — | — | — | $766K | 1.2% | |
| Vanguard Total International Stock Index Admiral Fund " | — | — | — | $634K | 1.0% | |
| Vanguard Mid Cap Index Admiral Fund " | — | — | — | $359K | 0.5% | |
| Vanguard Target Retirement 2020 Inv Fund " | — | — | — | $221K | 0.3% | |
| Vanguard Target Retirement Income Inv Fund " | — | — | — | $77K | 0.1% |