# Ims Marketing, INC. D/B/A Insurance Management Services 401(k) Plan
Source: https://planprovider.pro/companies/ims-marketing-inc-dba-insurance-management-services-plan

> Ims Marketing, INC. D/B/A Insurance Management Services's 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ims Marketing, INC. D/B/A Insurance Management Services

- **Sponsor EIN:** 752355889

- **Sponsor Address:** 731 NORTH TAYLOR STREET, AMARILLO, TX, 79107

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

- **Total Participants:** 97

- **Total Assets:** $6.5M

## 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|97|$6.5M|$309,569|$263,435|

| 2023|90|$10.3M|$289,868|$242,763|

| 2022|86|$9.4M|$0|$217,917|

## 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|

| JOHNSON & SHELDON|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHNSON & SHELDON](https://planprovider.pro/provider/johnson-and-sheldon-pllc) — Auditor

## 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|$23,315|$17,350|—|—|—|

| 2023|$1,433,178|—|$45,872|—|—|

| 2022|$50,638|—|—|—|—|

## Similar Plans

- [Healthcare Highways, LLC](https://planprovider.pro/companies/healthcare-highways-inc-401k-plan) — 93 participants

- [Texas Farm Bureau](https://planprovider.pro/companies/texas-farm-bureau-401k-plan) — 101 participants

- [The Society Of Certified Insurance Counselors](https://planprovider.pro/companies/society-of-certified-insurance-counselors-401k-plan) — 86 participants

- [Lewis & Ellis, LLC](https://planprovider.pro/companies/lewis-ellis-inc-plan) — 111 participants

- [Take Command Insurance Agency INC.](https://planprovider.pro/companies/take-command-insurance-agency-inc-401k-plan) — 114 participants

- [Dimont & Associates, LLC](https://planprovider.pro/companies/dimont-associates-llc-401k-plan) — 66 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ims-marketing-inc-dba-insurance-management-services-plan)

© 2026 PlanProvider.Pro