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Original filing (PDF)20251010124017NAL0018554098001
INTERPLAN LLC
Form 5500
FILING_RECEIVED
INTERPLAN LLC PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 1
91% in single holding
Active participants
167
Accounts w/ balance
202
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
33 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Transamerica Financial Pooled Separate Accts" is 91% of plan.
- 59 bps in Schedule C fees — 105% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERPLAN LLC.
Plan sponsor
Name
INTERPLAN LLC
EIN
59-3667640
Address
220 E CENTRAL PARKWAY · SUITE 4000 · ALTAMONTE SPRINGS, FL · 32701
Phone
(407) 645-5008
Industry
Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GLICKSTEIN LAVAL CARRIS PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INS CO | 36-6071399 | HARRISON, NY | RECORDKEEPER | $60K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INC | 36-3194849 | — | INVESTMENT ADVISORY-PLAN | $2K | — |
Investments
3 direct securities · 33 pooled funds· $20.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$10.5M
3 holdings
Pooled Separate Account
$9.6M
33 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Financial Pooled Separate Accts | — | — | — | $9.6M | 90.8% | |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $1.7M | 16.5% | |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $1.3M | 12.1% | |
| Transamerica Financial Stable Value | — | — | — | $833K | 7.9% | |
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $713K | 6.8% | |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $599K | 5.7% | |
| PIMCO STOCKSPLUS(R) ABSOLUTE RETURN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $554K | 5.3% | |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $450K | 4.3% | |
| ALLSPRING GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 000 | Pooled Separate Account | — | — | $310K | 2.9% | |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $308K | 2.9% | |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $306K | 2.9% | |
| JPMORGAN U.S. EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $298K | 2.8% | |
| INVESCO GLOBAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $279K | 2.7% | |
| MFS MASSACHUSETTS INVSTRS GROWTH ST TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $272K | 2.6% | |
| PIMCO TOTAL RETRN RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $263K | 2.5% | |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $248K | 2.4% | |
| AMERICAN FUNDS AMCAP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $243K | 2.3% | |
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $231K | 2.2% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $221K | 2.1% | |
| BNY MELLON GLOBAL FIXED INCOME RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $182K | 1.7% | |
| TRANSAMERICARETONTRK 2020 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $173K | 1.6% | |
| Participant Loans Various maturity-4.25-9.50 | — | — | — | $133K | 1.3% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $120K | 1.1% | |
| JPMORGAN MID CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 000 | Pooled Separate Account | — | — | $117K | 1.1% | |
| TRANSAMERICA SM/MD CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $106K | 1.0% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $103K | 1.0% | |
| AMERICAN CENTURY VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 000 | Pooled Separate Account | — | — | $98K | 0.9% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $85K | 0.8% | |
| FEDERATED HERMES MDT SM CAP GR RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 000 | Pooled Separate Account | — | — | $77K | 0.7% | |
| FRANKLIN MUTUAL BEACON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 000 | Pooled Separate Account | — | — | $60K | 0.6% | |
| PIMCO STOCKSPLUS INTL (US DOLLAR-HD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $51K | 0.5% | |
| BLACKROCK GLOBAL ALLOC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $38K | 0.4% | |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 000 | Pooled Separate Account | — | — | $22K | 0.2% | |
| TRANSAMERICARETONTRK 2010 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| TRANSAMERICARETONTRK 2015 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| HARTFORD MID CAP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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