Retirement plan

IMAGE INTERNATIONAL MANUFACTURING, LLC 401(K) PLAN

Name: IMAGE INTERNATIONAL MANUFACTURING, LLC - IMAGE INTERNATIONAL MANUFACTURING, LLC 401(K) PLAN (2024) Form 5500
Creator: IMAGE INTERNATIONAL MANUFACTURING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IMAGE INTERNATIONAL MANUFACTURING, LLC 401(K) PLAN, IMAGE INTERNATIONAL MANUFACTURING, LLC

IMAGE INTERNATIONAL MANUFACTURING, LLCEIN 86-1137770Plan #001PY 2024

7130 SEACREST BLVD. - LANTANA, FL 33462561-791-2602

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12.2M

+13.5% from 2023

Total participants

263

+3.1% from 2023

Average account balance

$46,297

+10.0% from 2023

Annual return

16.03%

-2.59 pp from 2023

Benchmarks

See 4,103 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,103 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$12.18M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$46K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

263

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.03%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$257

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 315 DEADERICK ST. 5TH FL · NASHVILLE, TN 37238	Advisory (Plan)	$49,747
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$12,466
PENSION SERVICES, INC.8 years Service code 13 3150 SW 38TH AVENUE STE. 900 · MIAMI, FL 33146	Contract Administrator	$3,301
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$2,039

Plan features & details

Pension benefit codes2A2E2F2G2J3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$68K

$483 / participant

Contract admin$68K100.0%

% of EOY assets

0.555%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CBIZ CPAS P.C.
Auditor EIN: 431947695
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,297

$79,181-41.5%

$102,423-54.8%

$74,429-37.8%

Participation rate

100.0%

74.8%+25.2pp

76.5%+23.5pp

67.2%+32.8pp

Annual return

16.03%

54.97%-38.9pp

29.42%-13.4pp

1368.38%-1352.4pp

Employer contribution / active EE

$2,953

$2,362+25.1%

$3,023-2.3%

$2,625+12.5%

Participant deferral / active EE

$5,036

$4,416+14.0%

$5,054-0.4%

$4,348+15.8%

Admin fee / account holder

$257

$2,002-87.2%

$9,455-97.3%

$1,944-86.8%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC8 years

Filed as: UBS FINANCIAL SERVICES, INC.

Service code 27 · EIN 13-2638166

315 DEADERICK ST. 5TH FL · NASHVILLE, TN 37238

Advisory (Plan)

$49,747

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INS CO. OF AMERICA

Service code 64 · EIN 84-0467907

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$12,466

PENSION SERVICES, INC.8 years

Service code 13

3150 SW 38TH AVENUE STE. 900 · MIAMI, FL 33146

Contract Administrator

$3,301

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$2,039

IMAGE INTERNATIONAL MANUFACTURING, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IMAGE INTERNATIONAL MANUFACTURING, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion