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Original filing (PDF)20251013170451NAL0001751873001
INSTANT WEB, LLC
Form 5500
FILING_RECEIVED
IWCO RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
1,192
Accounts w/ balance
1,766
Plan assets (EOY)
$117.7M
Net assets (EOY)
$117.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: GALLIARD STABLE RETURN FUND U (extraction pending)]" is 100% of plan.
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTANT WEB, LLC.
Plan sponsor
Name
INSTANT WEB, LLC
EIN
46-5132128
Address
7951 POWERS BLVD · CHANHASSEN, MN · 55317
Phone
(952) 474-0961
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $114K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $60K | — |
Investments
1 direct security · 1 pooled fund· $11.0M(9% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.5M
1 holding
Common Collective Trust
$5.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: GALLIARD STABLE RETURN FUND U (extraction pending)] | — | — | — | $5.5M | 4.7% | |
| GALLIARD STBLE RTN U WELLS FARGO BANK, N.A. · EIN 46-6209703 / PN 001 | Common Collective Trust | — | — | $5.5M | 4.7% |
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