Plan Snapshot
- Plan Sponsor: Institutional Wholesale Company, INC.
- Sponsor EIN: 620793519
- Sponsor Address: 535 DRY VALLEY ROAD, COOKEVILLE, TN, 38506
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 168 | $6.4M | $371,862 | $0 |
| 2022 | 155 | $5.5M | $367,495 | $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 |
|---|---|---|---|---|
| PINNACLE BANK | NONE | $78,310 | — | $78,310 |
| UHY, LLP CPAS | NONE | $28,700 | — | $28,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY, LLP CPAS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,010
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 | $71,918 | $42,008 | $12,560 | $14,350 | — |
| 2023 | $53,505 | $36,155 | — | $14,350 | — |
| 2022 | $50,974 | $37,137 | — | — | $13,837 |