# Ima Group Management Company 401(k) Plan
Source: https://planprovider.pro/companies/ima-group-management-company-401k-plan

> Ima Group Management Company's 401(k) plan: 990 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/paychex) — 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|—|—|

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