The Imagine Group 401(k) Savings Plan
Sponsored by The Imagine Group · EIN 411612906 · Plan #001
- Total assets
- $116M
- Net assets
- $116M
- Active participants
- 1,342
- With balances
- 1,501
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 |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $219,501 |
| Mercer Investments | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $56,157 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan, Other fees | $18,375 |