Institutional Wholesale Company, Inc. Profit Sharing Plan
Sponsored by Institutional Wholesale Co., Inc. · EIN 620793519 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pinnacle Bank | Investment management | $42,008 |
| Uhy, Llp Cpas | Accounting | $14,350 |
| Access Retirement Services, Llc | Contract administrator, Consulting (pension), Valuation | $12,560 |
| Pinnacle Bank | Trustee (institutional) | $3,000 |