# Imt Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/imt-insurance-company-401k-plan

> Imt Insurance Company's 401(k) plan: 392 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Imt Insurance Company

- **Sponsor EIN:** 420333150

- **Sponsor Address:** 7825 MILLS CIVIC PARKWAY, WEST DES MOINES, IA, 50266

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

- **Total Participants:** 392

- **Total Assets:** $83.1M

## 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|392|$83.1M|$1.8M|$3.9M|

| 2023|392|$73.4M|$946,938|$3.7M|

| 2022|377|$65.0M|$1.5M|$3.4M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$76,207|—|$76,207|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $76,207

- **Estimated Expense Ratio:** 0.092% of plan assets

### 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|$77,588|—|—|—|—|

| 2023|$55,924|—|—|—|—|

| 2022|$62,550|$47,867|$14,683|—|—|

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