# Institute Of Management Accountants INC 401(k) Plan
Source: https://planprovider.pro/companies/institute-of-management-accountants-inc-401k-plan

> Institute Of Management Accountants INC's 401(k) plan: 77 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Institute Of Management Accountants INC

- **Sponsor EIN:** 222659674

- **Sponsor Address:** 10 PARAGON DRIVE, MONTVALE, NJ, 07645

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

- **Total Participants:** 77

- **Total Assets:** $20.5M

## 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|77|$20.5M|$366,360|$927,110|

| 2023|89|$22.0M|$428,642|$1.2M|

| 2022|122|$22.3M|$552,638|$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|

| TEMPLETON & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TEMPLETON & COMPANY](https://planprovider.pro/provider/templeton-and-company-llp) — 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|$10,152|$1,741|—|—|—|

| 2023|$15,821|$1,993|—|—|—|

| 2022|$21,464|$2,650|—|—|—|

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