Plan Snapshot
- Plan Sponsor: Instant Brands Holdings INC.
- Sponsor EIN: 161403318
- Sponsor Address: 3025 HIGHLAND PARKWAY, SUITE 700, DOWNERS GROVE, IL, 60615
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $2.7M | $6.5M |
| 2023 | 1,503 | $170.5M | $3.4M | $7.8M |
| 2022 | 1,567 | $155.9M | $3.4M | $7.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY EMPLOYER | $598,428 | — | $598,428 |
| ROCATON INVESTMENT ADVISORS | RETAINED BY EMPLOYER | $94,500 | — | $94,500 |
| COHN REZNICK, LLP | Auditor | $18,000 | — | $18,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY EMPLOYER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $710,928
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $385,356 | $104,454 | $262,902 | $18,000 | — |
| 2023 | $347,914 | $91,417 | $255,047 | $1,450 | — |
| 2022 | $344,428 | $88,617 | $237,811 | — | $18,000 |