Plan Snapshot
- Plan Sponsor: Imcorp
- Sponsor EIN: 061432101
- Sponsor Address: 135 SHELDON RD UNIT F, MANCHESTER, CT, 060422386
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 0 | $0 | $153,016 | $264,962 |
| 2023 | 51 | $2.9M | $242,174 | $523,351 |
| 2022 | 82 | $2.8M | $764,066 | $793,902 |
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 | $44,202 | — | $44,202 |
| KESTRA ADVISORY SERVICES, LLC | INVESTMENT ADVISORY | — | $25,248 | $25,248 |
| FIONDELLA, MILONE, & LASARACINA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,450
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 | — | — | — | — | — |
| 2023 | $22,101 | — | $22,101 | — | — |
| 2022 | $20,666 | — | $20,666 | — | — |