Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 1 in 2023
Providers › IMA Advisory Services Inc
IMA Advisory Services Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $497,033
Assets of those plans
$255,319,127
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$497,033
95% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 18 |
| 26 | Investment advisory (participants) | 1 |
| 55 | Other commissions | 1 |
| 50 | Direct payment from the plan | 1 |
| 28 | Investment management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Power, Inc. 401(k) Plan | United Power | $34,146,622 | 199 | $35,625 |
| Bonakemiusa, Inc. 401(k) Plan | Bonakemi USA | $30,395,408 | 284 | $57,995 |
| Wichita Urology Group, P.A. Savings Plan | Wichita Urology Group | $29,587,297 | 152 | $22,741 |
| Boulder Scientific Company 401(k) Savings & Retirement Plan | Boulder Scientific | $28,237,835 | 275 | $51,905 |
| The LDF Companies Retirement Savings Plan | LDF Support Group | $17,907,654 | 443 | $40,909 |
| Tucows (delaware) Inc. 401(k) Plan | Tucows | $16,287,757 | 309 | $22,678 |
| Meadows & Ohly, LLC 401(k) Profit Sharing Plan | Meadows & Ohly | $15,950,341 | 221 | $37,563 |
| Mid-america Orthopedics, L.L.C. 401(k) Retirement Plan | Mid-america Orthopedics | $13,997,278 | 160 | $25,677 |
| Wolfe Electric, Inc. Profit Sharing/401(k) Plan and Trust | Wolfe Electric | $13,265,095 | 137 | $30,641 |
| Goodnight Midstream 401(k) Plan | Goodnight Midstream | $11,198,049 | 158 | $39,417 |
| Family Care Center, PLLC Retirement Plan | Family Care Center | $10,415,343 | 821 | $27,101 |
| Staffscapes, Inc. 401(k) Profit Sharing Plan | Staffscapes | $10,241,719 | 279 | $38,465 |
| Transaxle LLC 401(k) Profit Sharing Plan | Transaxle | $9,645,263 | 254 | $18,889 |
| Summus Health Care 401(k) Plan | Summus Health Care | $4,054,826 | 168 | $14,865 |
| Schirm USA, Inc. 401(k) Profit Sharing Plan | Schirm USA | $4,042,124 | 130 | $10,965 |
| Mental Health Association of South Central Kansas 401(k) Plan | Mental Health Association of South Central Kansas | $3,133,428 | 206 | $6,008 |
| The Capper Foundation Retirement Plan | Capper Foundation | $2,813,088 | 190 | $7,018 |
| Pope Group 401(k) Profit Sharing Plan | Pope Automotive Group | $0 | 0 | $8,571 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.