Imagine Believe Realize Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Imagine Believe Realize Llc · EIN 260295155 · Plan #001
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 259
- With balances
- 245
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 |
|---|---|---|
| Delta Capital Management, Llc CRD 128350 | 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 |
|---|---|---|
| Delta Capital Management Llc | Investment advisory (plan) | $30,275 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $25,487 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $607 |