Back to filter
Original filing (PDF)20251015103010NAL0005961248003
INTERFACE ENGINEERING, INC.
Form 5500
FILING_RECEIVED
INTERFACE ENGINEERING ESOP
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
241
Accounts w/ balance
230
Plan assets (EOY)
$10.3M
Net assets (EOY)
-$137.4M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Interface Engineering, Inc. Common Stock of no par voting stock - 32,673 shares" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERFACE ENGINEERING, INC..
Plan sponsor
Name
INTERFACE ENGINEERING, INC.
EIN
93-0576423
Address
100 SW MAIN ST STE 1600 · PORTLAND, OR · 972043254
Phone
(503) 382-2266
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
ALDRICH CPAS + ADVISORS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $3.6M(35% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interface Engineering, Inc. Common Stock of no par voting stock - 32,673 shares | — | — | $158.7M | $3.6M | 35.0% |