Plans listing this provider
32
0.06% of the 56,420 plans with Schedule H financials; 24 in 2023
Providers › IMA Wealth Inc
IMA Wealth Inc
- Service provider, as named on Schedule C
- EIN 481233289
- Plan year 2024
- Direct compensation reported $1,010,084
Assets of those plans
$1,645,360,357
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,010,084
84% 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) | 27 |
| 50 | Direct payment from the plan | 16 |
| 99 | Other fees | 9 |
| 49 | Other services | 5 |
| 15 | Recordkeeping and information management | 3 |
| 21 | Trustee (bank, trust company or similar) | 3 |
| 64 | Recordkeeping fees | 3 |
| 55 | Other commissions | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $8,865 |
| IBEW Local Union 271 Neca 401(k) Retirement Plan | Trustees of the IBEW Local Union No 271 Neca 401(k)retirement Plan | $170,570,484 | 874 | $89,893 |
| Global Healthcare Exchange 401(k) and Defined Contribution Plan | Global Healthcare Exchange | $161,661,504 | 1,152 | $62,500 |
| Haselden Construction LLC 401(k) Savings Plan | Haselden Construction | $58,922,206 | 538 | $50,000 |
| Saunders Construction, Inc. 401(k) Plan | Saunders Construction | $53,350,575 | 536 | $48,750 |
| Table Mountain Rancheria 401(k) Plan | Table Mountain Rancheria Band of Indians | $45,344,833 | 829 | $73,501 |
| Metal-fab Inc. Employees Retirement Plan | Metal-fab | $37,269,177 | 282 | $0 |
| QB Energy 401(k) Plan | QB Energy Management | $36,944,771 | 324 | $71,216 |
| Applied Control Equipment 401(k) Plan | Applied Control Management | $35,057,095 | 292 | $65,111 |
| IMA Wealth Pooled Employer Plan | Standard Retirement Services | $34,664,929 | 3,297 | $25,271 |
| Enerplus Resources (USA) Corp. 401(k) Plan | Enerplus Resources (USA) | $34,412,090 | 177 | $0 |
| Medical Group Management Association 401(k) Plan | Mgma-acmpe | $30,937,206 | 188 | $56,537 |
| Laramar Consolidated Group 401(k) Plan | Laramar Group | $27,568,020 | 373 | $39,958 |
| Diversus Health, Inc. 401(k) Retirement Plan | Diversus Health | $25,135,302 | 479 | $42,490 |
| Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Planrecordkeeper | Koenig & Bauerus | $24,536,611 | 183 | $49,218 |
| Indus Technology, Inc. 401(k) Plan | Indus Technology | $24,472,327 | 623 | $45,318 |
| Pinkard Construction Co. Employee Profit-sharing and 401(k) Plan | Pinkard Construction | $22,873,804 | 136 | $29,993 |
| Energy Services Group, LLC 401(k) Plan | Energy Services Group | $22,853,696 | 188 | $21,868 |
| Davis-moore Automotive, Inc. Salary Deferral 401(k) Profit Sharing Plan | Davis-moore Automotive | $19,790,272 | 254 | $0 |
| Augusta Oncology Associates, P.C. Profit Sharing Plan | Augusta Oncology Associates | $16,180,942 | 200 | $2,083 |
| Protect, LLC 401(k) Plan | Protect | $15,699,374 | 332 | $24,607 |
| Partners PEO 401(k) Plan | Partners PEO | $14,462,473 | 289 | $47,028 |
| TRG 401(k) Plan | Ibex Global Solutions | $12,733,212 | 278 | $37,345 |
| Viridian Therapeutics, Inc. 401(k) Plan | Viridian Therapeutics | $11,637,563 | 188 | $8,342 |
| United Skin Specialists LLC 401(k) Plan | United Skin Specialists | $10,215,870 | 105 | $6,709 |
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.