Plan Snapshot
- Plan Sponsor: Mgmt Services Of Ima Greenville
- Sponsor EIN: 571077097
- Sponsor Address: 1025 VERDAE BLVD, GREENVILLE, SC, 29607
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $11.5M
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 | 145 | $11.5M | $348,092 | $292,444 |
| 2023 | 122 | $10.0M | $321,422 | $275,374 |
| 2022 | 124 | $9.3M | $292,896 | $227,946 |
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 |
|---|---|---|---|---|
| ELLIOT DAVIS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOT DAVIS — 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 | $50,102 | $16,027 | $34,075 | — | — |
| 2023 | $45,981 | $14,579 | $31,402 | — | — |
| 2022 | $48,358 | $15,375 | $33,154 | — | — |