Imtas 401(k) Plan
Sponsored by Innovative Management & Technology Approaches, Inc. · EIN 541742722 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 102
- With balances
- 255
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morningstar Investment Management | Investment advisory (participants) | $1,934 |
| Uniglobal Pension Planning, Inc | Other services | $0 |
| Morningstar | Investment advisory (plan) | $0 |