Imi Management, Inc. 401(k) Retirement Plan
Sponsored by Imi Management, Inc. · EIN 263757179 · Plan #001
- Total assets
- $24.5M
- Net assets
- $24.5M
- Active participants
- 358
- With balances
- 424
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Integrated Advisors Network Llc CRD 171991 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Integrated Advisors Network Llc | Investment advisory (plan) | $58,815 |
| Fidelity Investments Institutional | Participant loan processing, Securities brokerage commissions, Recordkeeping fees | $34,572 |