Imi 401(k) Plan
Sponsored by Imi Americas Llc. · EIN 840858329 · Plan #004
- Total assets
- $313M
- Net assets
- $313M
- Active participants
- 1,547
- With balances
- 2,634
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 |
|---|---|---|
| Financial Management Network Inc CRD 110454 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $577,350 |
| Financial Management Network | Investment advisory (participants), Direct payment from the plan | $8,050 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $428 |