AUMdb

Imc Companies 401(k) & Investment Plan

Sponsored by Industrial Manufacturing Company, Llc · EIN 231231670 · Plan #001

Total assets
$159M
Net assets
$159M
Active participants
1,134
With balances
1,623

Plan year beginning 05/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Cbiz Investment Advisory Services, Llc CRD 286002 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $113,063
Cbiz Investment Advisory Services Investment management, Direct payment from the plan $75,000
Cohen And Company Ltd Accounting, Direct payment from the plan $22,500