# Information Management Group, In 401(k) Plan
Source: https://planprovider.pro/companies/information-management-group-in-401k-plan

> Information Management Group, In's 401(k) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Information Management Group, In

- **Sponsor EIN:** 541817080

- **Sponsor Address:** 4050 LEGATO RD SUITE 200, FAIRFAX, VA, 22033

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

- **Total Participants:** 73

- **Total Assets:** $7.9M

## 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|73|$7.9M|$59,429|$378,428|

| 2023|49|$7.3M|$67,348|$415,249|

| 2022|60|$6.7M|$96,886|$509,775|

## 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|

| KESTRA ADVISORY SERVICES|INVESTMENT/FINANCIAL ADVI|$18,449|—|$18,449|

| ADP, INC.|RECORD KEEPER|$18,332|—|$18,332|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KESTRA ADVISORY SERVICES](https://planprovider.pro/provider/sentinel-group) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,781

- **Estimated Expense Ratio:** 0.464% 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|$36,781|$18,449|—|—|—|

| 2023|$35,983|$17,527|—|—|—|

| 2022|$39,741|—|—|—|—|

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