Imeg Corp. Employee Stock Ownership Plan
Sponsored by Imeg Consultants Corp. · EIN 150284110 · Plan #002
- Total assets
- $318M
- Net assets
- $297M
- Active participants
- 2,432
- With balances
- 3,095
Plan year beginning 01/01/2024 · Profit-sharing, Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| One Degree Advisors, Inc. CRD 170392 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transition Finance Strategies Llc | Recordkeeping, Direct payment from the plan, Consulting fees | $151,353 |
| Imeg Corp | Plan administrator, Employee (plan), Direct payment from the plan | $51,651 |
| Eide Bailly | Accounting, Direct payment from the plan, Other fees | $26,442 |
| One Degree Advisors | Investment management, Securities brokerage, Investment management fees (direct) | $17,761 |
| Simon Financial | Valuation, Direct payment from the plan | $8,205 |
| Prudent Fiduciary Services | Trustee (institutional), Trustee (discretionary), Direct payment from the plan | $5,000 |