Ima Life North America, Inc. 401(k) Retirement Plan
Sponsored by Ima Life North America, Inc. · EIN 203265112 · Plan #001
- Total assets
- $54.7M
- Net assets
- $54.7M
- Active participants
- 177
- With balances
- 220
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 |
|---|---|---|
| Lawley Retirement Advisors, Llc CRD 282786 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lawley Retirement Advisors, Llc | Investment advisory (plan) | $40,000 |
| Fidelity Investemnts Inst. Ops Co. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $22,472 |
| Actuarial Consulting Servcies, Inc. | Consulting (general) | $20,145 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $1,748 |