Instant Brands Retirement Income Plan
Sponsored by Instant Brands Holdings Inc. · EIN 161403318 · Plan #005
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 2024 |
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $307,732 |
| Rocaton Investment Advisors | Investment advisory (plan) | $47,000 |
| Cohnreznick | Accounting | $18,000 |
| Everhart Advisors | Investment advisory (participants) | $12,623 |