I.M. Systems Group 401(k) Plan
Sponsored by I.M. Systems Group, Inc. · EIN 521520658 · Plan #001
- Total assets
- $52.6M
- Net assets
- $52.6M
- Active participants
- 60
- With balances
- 339
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 |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant communication | $106,253 |
| Morningstar Investment Management | Investment advisory (plan) | $53,428 |