AUMdb

Imc Companies, Llc Retirement Plan

Sponsored by Imc Companies, Llc · EIN 201374088 · Plan #001

Total assets
$62.0M
Net assets
$62.0M
Active participants
1,644
With balances
1,854

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
Cetera Investment Advisers Llc CRD 105644 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $254,720
Cetera Investment Advisers, Llc Investment advisory (plan), Investment management fees (direct) $95,557