Plan Snapshot
- Plan Sponsor: Imc Companies, LLC
- Sponsor EIN: 201374088
- Sponsor Address: 1305 SCHILLING BLVD. WEST, COLLIERVILLE, TN, 38017
- Plan Type: 401(k)
- Total Participants: 1,644
- Total Assets: $62.0M
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 | 1,644 | $62.0M | $6.3M | $2.1M |
| 2023 | 1,450 | $53.0M | $1.9M | $6.0M |
| 2022 | 1,399 | $40.7M | $1.7M | $4.9M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $254,720 | — | $254,720 |
| CETERA INVESTMENT ADVISERS, LLC | Investment Advisor | $95,557 | — | $95,557 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $350,277
- Estimated Expense Ratio: 0.565% 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 | $350,492 | $95,557 | — | — | — |
| 2023 | $277,508 | $76,595 | — | — | — |
| 2022 | $247,564 | $79,183 | — | — | — |