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INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION

EIN 84-1009166-Educational Services-Latest filing 2025
Plans
2
Retirement
2
$11.4M assets
Welfare
0
Participants
149
5619 DTC PARKWAY #600 - GREENWOOD VILLAGE, CO 80111303-770-3377
Plans on this EIN
2 filings
#001401k-$10.2M - 93 part#002CashBalance-$1.2M - 56 part

Retirement portfolio analytics

2 plans aggregated / $11.4M assets / 149 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PLAN AND TRUST (#001)89%
  • CASH BALANCE PLAN (#002)11%
Total $11.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)93
  • CASH BALANCE PLAN (#002)56
Total 149Click 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#001

IMCA 401K & PROFIT SHARING PLAN AND TRUST

401k

Assets$10.2M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

IMCA CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001IMCA 401K & PROFIT SHARING PLAN AND TRUST401k$10.2M932025
002IMCA CASH BALANCE PLANCashBalance$1.2M562025
Retirement plans
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