Department of Labor filing

INTERWEST INSURANCE SERVICES, LLC

INTERWEST INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Aug 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

29filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,471

Reported employer contributions per active participant.

Higher than about 14% of comparable plans

#People in the filing

386

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$109 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 65% of comparable plans

↗Investment performance

Not available

Plan assets changed 12.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202429out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions14th percentileTypical peer $3,340 · based on 500 comparable plans

Lower reported administrative expense65th percentileTypical peer $164 · based on 494 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, INTERWEST INSURANCE SERVICES, LLC reported $567,668 in employer contributions across the plan and 386 active participants. That works out to $1,471 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 0.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 10.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context29/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $567,668
Participant contributions: $3,263,736
Other contributions: $299,595
Employer share of reported contributions: 14.8%
Beginning assets: $63,317,838
Ending assets: $71,293,021
Ending net assets: $71,293,021
Ending liabilities: $0
Total income: $11,981,280
Total expenses: $4,006,097
Administrative expenses: $46,690
Participant loans: $723,714

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,479

2023

$1,586

2024

$1,471

Plan-paid administrative expenses per participant

2022

$122

2023

$96

2024

$109

Active participants

2022

378

2023

360

2024

386

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,471	386	71.3M	20250815122223NAL0030170322001
2023	$1,586	360	63.3M	20240809104932NAL0006142657001
2022	$1,479	378	57.2M	20231003151817NAL0038204626001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 680266090-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1992
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2T3D2R

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250815122223NAL0030170322001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗