Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $170.5M assets / 1,007 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | IMI MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $138.0M | 388 | 2025 |
| #001 | IMI MANAGEMENT, INC. 401(K) RETIREMENT PLAN | 401(k) | $32.5M | 619 | 2025 |