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Sponsor portfolio

IMEX, INC.

EIN 34-1927008-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
18
6150 PARKLAND BLVD., SUITE110 - MAYFIELD HEIGHTS, OH 44124216-504-0400
Plans on this EIN
2 filings
#003401k-$962K - 12 part#004CashBalance-$650K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • IMEX, INC. 401(K) (#003)60%
  • PLAN AND TRUST (#004)40%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • IMEX, INC. 401(K) (#003)12
  • PLAN AND TRUST (#004)6
Total 18Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

IMEX, INC. 401(K) PLAN

401k

Assets$962K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

IMEX, INC. PENSION PLAN AND TRUST

CashBalance

Assets$650K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003IMEX, INC. 401(K) PLAN401k$962K122024
004IMEX, INC. PENSION PLAN AND TRUSTCashBalance$650K62024
Retirement plans
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