Imagineers, L.L.C. Retirement Savings Plan
Sponsored by Imagineers, L.L.C · EIN 060898297 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 185
- With balances
- 215
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 |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Janney Montgomery Scott Llc | Investment advisory (plan) | $29,851 |
| Empower Annuity Insurance Company | Recordkeeping fees | $26,481 |
| Marcum, Llp | Accounting | $17,767 |
| Pasi, Llc | Contract administrator | $3,315 |
| Empower Advisory Group, Llc | Investment management | $2,229 |