Plan Snapshot
- Plan Sponsor: Ima Financial Group, INC.
- Sponsor EIN: 480805634
- Sponsor Address: 430 EAST DOUGLAS AVENUE SUITE 400, WICHITA, KS, 67202
- Plan Type: 401(k)
- Total Participants: 2,726
- Total Assets: $317.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,726 | $317.2M | $11.9M | $23.6M |
| 2023 | 2,318 | $233.4M | $9.5M | $19.0M |
| 2022 | 1,900 | $182.0M | $8.0M | $15.9M |
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 |
|---|---|---|---|---|
| ALLEN, GIBBS AND HOULIK, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $576,174 | $182,016 | — | — | — |
| 2023 | $439,946 | $136,816 | — | — | — |
| 2022 | $353,881 | — | $353,881 | — | — |