The Instantwhip Companies Profit Sharing Plan
Sponsored by Instantwhip Foods, Inc. · EIN 314113290 · Plan #002
- Total assets
- $23.4M
- Net assets
- $23.4M
- Active participants
- 281
- With balances
- 187
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 |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oppenheimer & Co. Inc. | Investment advisory (plan) | $36,857 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$34,415 |