Plan Snapshot
- Plan Sponsor: Ima Group Management Company
- Sponsor EIN: 474048992
- Sponsor Address: 660 WHITE PLAINS RD STE 630, TARRYTOWN, NY, 105915107
- Plan Type: 401(k)
- Total Participants: 990
- Total Assets: $23.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 990 | $23.2M | $517,447 | $4.0M |
| 2023 | 1,060 | $18.8M | $462,381 | $3.6M |
| 2022 | 942 | $13.7M | $372,428 | $2.9M |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS | ADVISOR | $47,219 | — | $47,219 |
| PAYCHEX, INC. | RECORDKEEPER | $34,994 | — | $34,994 |
| S. NOBILE & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,213
- Estimated Expense Ratio: 0.354% 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 | $82,846 | $47,219 | $34,767 | — | — |
| 2023 | $62,641 | $27,743 | $34,038 | — | — |
| 2022 | $60,828 | $26,806 | $34,022 | — | — |