Plan Snapshot
- Plan Sponsor: Investors Mgmt Trust Real Estate Group
- Sponsor EIN: 954510577
- Sponsor Address: 15303 VENTURA BLVD STE 200, SHERMAN OAKS, CA, 914033126
- Plan Type: 401(k)
- Total Participants: 572
- Total Assets: $26.5M
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 | 572 | $26.5M | $915,570 | $2.7M |
| 2023 | 580 | $22.4M | $884,924 | $2.5M |
| 2022 | 549 | $17.7M | $808,122 | $2.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY, US, LLP | Auditor | $17,325 | — | $17,325 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY, US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,325
- Estimated Expense Ratio: 0.065% 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 | $126,500 | — | — | $17,325 | — |
| 2023 | $90,333 | — | — | — | — |
| 2022 | $91,247 | — | — | — | — |