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

Interstate Financial, Inc.'s plan reported $1.3M in assets and 1 participants for 2024.

Original filing (PDF)20250204105206NAL0013867888001

Interstate Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

Interstate Financial, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Interstate Financial, Inc.'s Interstate Financial, Inc. 401(k) Profit Sharing Plan held $1.3M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Interstate Financial, Inc.'s EIN is 91-0840858.

EIN 91-0840858

Plan number 002

Plan year 2024

ACK ID 20250204105206NAL0013867888001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Interstate Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

INTERSTATE FINANCIAL, INC.

EIN

all filings

Address

7225-129TH AVENUE SE · NEWCASTLE, WA · 98056

Phone

(425) 203-0035

Industry

Finance & Insurance

Plan administrator