Imagine Schools, Inc. 401(k) Retirement Savings
Sponsored by Imagine Schools, Inc. · EIN 043466383 · Plan #001
- Total assets
- $111M
- Net assets
- $111M
- Active participants
- 3,358
- With balances
- 2,847
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 |
|---|---|---|
| Gwn Securities Inc. CRD 128929 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $77,616 |
| Gwn Securities, Inc | Investment advisory (plan), Direct payment from the plan | $17,183 |
| Mesirow | Investment advisory (plan), Direct payment from the plan | $8,253 |