AUMdb

Imeg 401(k) Plan

Sponsored by Imeg Consultants Corp. · EIN 150284110 · Plan #001

Total assets
$380M
Net assets
$380M
Active participants
2,497
With balances
3,367

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $243,961
One Degree Advisors, Inc. Recordkeeping, Trustee (institutional), Other services $69,501
Charles Schwab Investment Mgmt Inc. Securities brokerage $99
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees $0