Ims Companies, Llc Retirement Savings Plan
Sponsored by Ims Companies, Llc · EIN 320045199 · Plan #002
- Total assets
- $26.3M
- Net assets
- $26.3M
- Active participants
- 526
- With balances
- 412
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 | $77,113 |
| Wintrust Investments Llc | Investment advisory (plan) | $59,943 |
| Charles J. Gries & C | Accounting | $17,500 |