# The Imagine Group 401(k) Plan
Source: https://planprovider.pro/companies/the-imagine-group-401k-plan

> The Imagine Group's 401(k) plan: 1,342 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Imagine Group

- **Sponsor EIN:** 411612906

- **Sponsor Address:** 1000 VALLEY PARK DRIVE, SHAKOPEE, MN, 55379

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

- **Total Participants:** 1,342

- **Total Assets:** $116.4M

## 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|1,342|$116.4M|$2.0M|$6.9M|

| 2023|1,224|$101.9M|$2.0M|$6.5M|

| 2022|1,211|$89.0M|$1.5M|$6.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$219,501|—|$219,501|

| MERCER INVESTMENTS|INV ADV, PARTICIPANTS|$56,157|—|$56,157|

| CLIFTONLARSONALLEN LLP|ACCOUNTANT|$18,375|—|$18,375|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $294,033

- **Estimated Expense Ratio:** 0.253% 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|$295,389|$56,157|$219,501|—|—|

| 2023|$299,986|$87,030|$195,946|—|—|

| 2022|$271,505|$74,903|$196,563|—|—|

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