# I.M.G. Enterprise INC 401(k) Plan
Source: https://planprovider.pro/companies/i-m-g-enterprise-inc-581477943-001

> I.M.G. Enterprise INC's 401(k) plan: 441 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** I.M.G. Enterprise INC

- **Sponsor EIN:** 581477943

- **Sponsor Address:** 7836 CHERRY LAKE ROAD, GROVELAND, FL, 347369007

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 441

- **Total Assets:** $7.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|441|$7.1M|$215,227|$590,130|

| 2023|419|$5.8M|$197,200|$530,873|

| 2022|389|$4.9M|$197,443|$503,817|

## 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|

| EMPOWER ANNUITY INS CO OF AMERICA|Recordkeeper|$44,710|—|$44,710|

| UBS FINANCIAL SERVICES|Recordkeeper|$26,836|—|$26,836|

| FLORIDA RETIREMENT CONSULTANTS|Recordkeeper|$6,095|—|$6,095|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $77,641

- **Estimated Expense Ratio:** 1.096% of plan assets

### 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|$52,437|—|$52,437|—|—|

| 2023|$41,499|—|$41,499|—|—|

| 2022|$17,528|—|$17,528|—|—|

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