How big is Interstate Investment, Inc.'s plan?

Interstate Investment, Inc.'s plan reported $888K in assets and 3 participants for 2024.

Original filing (PDF)20250611132537NAL0046144258001

Interstate Investment, Inc.

Name: Interstate Investment, Inc. — Interstate Investment, Form 5500 (2024)
Creator: Interstate Investment, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Interstate Investment, Inc. 401(k) Plan

401(k) retirement plan · Interstate Investment, Inc.'s Interstate Investment, Inc. 401(k) Plan held $888K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$888K

Net assets (EOY)

$888K

People on this filing

Kendall Lewis signed Interstate Investment, Inc.'s 2024 Form 5500 as plan administrator.

Kendall Lewis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Interstate Investment, Inc.'s EIN is 54-0924386.

EIN 54-0924386

Plan number 001

Plan year 2024

ACK ID 20250611132537NAL0046144258001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Interstate Investment, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Interstate Investment, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTERSTATE INVESTMENT, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

INTERSTATE INVESTMENT, INC.

EIN

all filings

Address

5533 MAPLEDALE PLAZA · DALE CITY, VA · 221934527

Phone

(703) 590-1778

Industry

Real Estate

Plan administrator