# Institutional Wholesale Company, INC. DC Plan
Source: https://planprovider.pro/companies/institutional-wholesale-company-inc-plan-002

> Institutional Wholesale Company, INC.'s DC plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/uhy-llp) — 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|

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