Plan Snapshot
- Plan Sponsor: Ims Consulting & Expert Services, LLC
- Sponsor EIN: 841204705
- Sponsor Address: 4400 BAYOU BLVD., SUITE 6, PENSACOLA, FL, 32503
- Plan Type: 401(k)
- Total Participants: 345
- Total Assets: $25.7M
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 | 345 | $25.7M | $982,653 | $2.3M |
| 2023 | 337 | $23.9M | $892,953 | $2.1M |
| 2022 | 237 | $17.1M | $650,553 | $1.5M |
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 |
|---|---|---|---|---|
| AVIZO GROUP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $93,355 | $4,013 | $89,342 | — | — |
| 2023 | $75,657 | $2,300 | $73,357 | — | — |
| 2022 | $82,737 | $1,500 | $81,237 | — | — |