# Ima Financial Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ima-financial-group-inc-401k-plan

> Ima Financial Group, INC.'s 401(k) plan: 2,726 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$394,158|—|$394,158|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$182,016|—|$182,016|

| 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:** $576,174

- **Estimated Expense Ratio:** 0.182% 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|$576,174|$182,016|—|—|—|

| 2023|$439,946|$136,816|—|—|—|

| 2022|$353,881|—|$353,881|—|—|

## Similar Plans

- [Relation Insurance, INC.](https://planprovider.pro/companies/relation-insurance-inc-401k-plan) — 1,341 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ima-financial-group-inc-401k-plan)

© 2026 PlanProvider.Pro