Plan Snapshot
- Plan Sponsor: Ims Technology Services, LLC
- Sponsor EIN: 232839057
- Sponsor Address: 3055 MCCANN FARM DRIVE, GARNET VALLEY, PA, 19060
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $13.0M
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 | 118 | $13.0M | $310,794 | $1.0M |
| 2023 | 111 | $10.9M | $0 | $913,650 |
| 2022 | 107 | $9.0M | $0 | $848,733 |
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 |
|---|---|---|---|---|
| MINGIS GUTOWSKI & COMPANY LLP | 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 | $31,065 | — | — | — | — |
| 2023 | $27,623 | $1,261 | — | — | — |
| 2022 | $25,937 | — | — | — | — |