# Ims Consulting & Expert Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ims-consulting-expert-services-llc-401k-plan

> Ims Consulting & Expert Services, LLC's 401(k) plan: 345 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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