Ima Wealth Pooled Employer Plan
Sponsored by Standard Retirement Services, Inc. · EIN 251838406 · Plan #040
- Total assets
- $34.7M
- Net assets
- $34.7M
- Active participants
- 2,334
- With balances
- 3,297
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $110,889 |
| Ima Wealth, Inc. | Investment advisory (plan), Consulting fees | $25,271 |