Assets by plan
Share of aggregate retirement assets
Filings through .
Investment Management Consultants, Inc.
EIN 20-3621438financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.3M assets
Health & Benefits
0
Participants
25
6465 SOUTH 3000 EAST, SUITE 200 - SALT LAKE CITY, UT 84121801-438-2700imcportfolio.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 25 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
INVESTMENT MANAGEMENT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$3.8M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
INVESTMENT MANAGEMENT CONSULTANTS, INC. CASH BALANCE PLAN
Cash balance
Assets$2.5M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | INVESTMENT MANAGEMENT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $3.8M | 12 | 2025 |
| #002 | INVESTMENT MANAGEMENT CONSULTANTS, INC. CASH BALANCE PLAN | Cash balance | $2.5M | 13 | 2025 |
- #001 · 401(k) · 202512
- #002 · Cash balance · 202513
Retirement plans