# Imagine Schools, INC. 401(k) Plan
Source: https://planprovider.pro/companies/imagine-schools-inc-401k-plan

> Imagine Schools, INC.'s 401(k) plan: 3,358 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Imagine Schools, INC.

- **Sponsor EIN:** 043466383

- **Sponsor Address:** 1900 GALLOWS ROAD, VIENNA, VA, 22182

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

- **Total Participants:** 3,358

- **Total Assets:** $110.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|3,358|$110.9M|$4.0M|$5.5M|

| 2023|3,062|$96.0M|$3.5M|$4.8M|

| 2022|2,714|$79.8M|$3.3M|$4.5M|

## 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|

| ASCENSUS LLC|NONE|$77,616|$45,206|$122,822|

| GWN SECURITIES, INC|NONE|$17,183|—|$17,183|

| MESIROW|NONE|$8,253|—|$8,253|

| BERMAN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BERMAN](https://planprovider.pro/provider/berman-hopkins-cpas-and-associates) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $148,258

- **Estimated Expense Ratio:** 0.134% 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|$103,052|$25,436|$77,616|—|—|

| 2023|$26,300|—|$26,300|—|—|

| 2022|$52,591|$1|$37,362|—|$15,228|

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