Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan
Sponsored by Investors Mgmt Trust Real Estate Group · EIN 954510577 · Plan #001
- Total assets
- $26.5M
- Net assets
- $26.5M
- Active participants
- 572
- With balances
- 757
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $89,023 |
| Sageview | Consulting (general) | $20,152 |
| Baker Tilly Us, Llp | Accounting | $17,325 |