Plan Snapshot
- Plan Sponsor: Instant Brands Holdings, INC.
- Sponsor EIN: 161403318
- Sponsor Address: 9525 W. BRYN MAWR AVENUE, SUITE 300, ROSEMONT, IL, 60018
- Plan Type: DB
- Total Participants: 212
- Total Assets: $97.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 212 | $97.8M | $461,997 | $0 |
| 2023 | 238 | $103.3M | $8.5M | $0 |
| 2022 | 249 | $96.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | Auditor | $18,700 | — | $18,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,700
- Estimated Expense Ratio: 0.019% of plan assets
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 | $1,075,863 | $161,759 | $205,463 | $18,700 | — |
| 2023 | $1,526,043 | $169,377 | $218,190 | $2,755 | — |
| 2022 | $1,589,787 | $181,982 | $273,423 | — | $169,990 |