Plan Snapshot
- Plan Sponsor: Instant Web, LLC
- Sponsor EIN: 465132128
- Sponsor Address: 7951 POWERS BLVD, CHANHASSEN, MN, 55317
- Plan Type: 401(k)
- Total Participants: 1,192
- Total Assets: $117.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,192 | $117.7M | $1.9M | $6.0M |
| 2023 | 1,006 | $111.4M | $1.9M | $6.2M |
| 2022 | 1,369 | $101.3M | $2.3M | $7.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $114,325 | — | $114,325 |
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | $60,000 | — | $60,000 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,325
- Estimated Expense Ratio: 0.148% 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 | $174,325 | $60,000 | — | — | — |
| 2023 | $194,429 | $60,000 | $300 | — | — |
| 2022 | $211,518 | — | — | — | — |