# Imagine Learning LLC 401(k) Plan
Source: https://planprovider.pro/companies/imagine-learning-llc-401k-plan-001

> Imagine Learning LLC'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:** Imagine Learning LLC

- **Sponsor EIN:** 451565841

- **Sponsor Address:** 100 S MILL AVE, TEMPE, AZ, 85281

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

- **Total Participants:** 2,726

- **Total Assets:** $138.4M

## 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|$138.4M|$4.9M|$14.7M|

| 2023|2,628|$116.1M|$4.6M|$13.9M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$393,391|—|$393,391|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY|—|$97,344|$97,344|

| FORVIS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY

- [FORVIS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $490,735

- **Estimated Expense Ratio:** 0.355% 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|$393,391|—|$393,391|—|—|

| 2023|$342,222|—|$342,222|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/imagine-learning-llc-401k-plan-001)

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