Original filing (PDF)20250618102751NAL0002174769001

INTERSTATE PARTNERS MANAGEMENT

Name: INTERSTATE PARTNERS MANAGEMENT — INTERSTATE PARTNERS MANAGEMENT CORP. SAFE-HARBOR 401(K) PLAN, Form 5500 (2024)
Creator: INTERSTATE PARTNERS MANAGEMENT

Form 5500-SF

FILING_RECEIVED

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

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERSTATE PARTNERS MANAGEMENT.

Plan sponsor

Name

INTERSTATE PARTNERS MANAGEMENT

EIN

39-2006012

Address

N16W23217 STONE RIDGE DR STE 200 · WAUKESHA, WI · 53188

Phone

(262) 506-1000

Industry

Real Estatesee 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

2025-06-18

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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