# Imagine Believe Realize LLC 401(k) Plan
Source: https://planprovider.pro/companies/imagine-believe-realize-llc-401k-plan

> Imagine Believe Realize LLC's 401(k) plan: 259 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Imagine Believe Realize LLC

- **Sponsor EIN:** 260295155

- **Sponsor Address:** 1017 PATHFINDER WAY, ROCKLEDGE, FL, 32955

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

- **Total Participants:** 259

- **Total Assets:** $14.5M

## 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|259|$14.5M|$945,124|$2.2M|

| 2023|160|$8.7M|$653,689|$1.4M|

| 2022|127|$5.5M|$353,294|$1.0M|

## 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|

| DELTA CAPITAL MANAGEMENT LLC|ADVISOR|$30,275|—|$30,275|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$25,487|—|$25,487|

| MCDIRMIT DAVIS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MCDIRMIT DAVIS LLC](https://planprovider.pro/provider/mcdirmit-davis-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $55,762

- **Estimated Expense Ratio:** 0.383% 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|$56,369|$30,882|—|—|—|

| 2023|$26,867|$13,490|—|—|—|

| 2022|$20,615|—|—|—|—|

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