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Company:
The IMA Financial Group, Inc.
Plan:
The IMA Financial Group, Inc. 401k Profit Sharing Plan and Trust
 

The IMA Financial Group, Inc.

69 Plan:

 
 
69
40
73
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (69) and the top rated plan (87) could equate to:
[How is this calculated?]
10 additional years of work
Up to $90,400 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

The IMA Financial Group, Inc. 401k Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 35% of plans for Account Balances and Salary Deferral. The IMA Financial Group, Inc. 401k Profit Sharing Plan and Trust currently has over 400 active participants and over $22.1M in plan assets.

 

 Retirement Plan Details

Address 8200 E. 32nd St. N.
Wichita, KS 67201-2992 
Industry Insurance Agencies and Brokerages
Administrator Michael D. Lynch
Net Plan Assets $22,100,000
Total Participants 500
Avg Account Balance $45,000

 Top 3 Funds in this 401k

1. Transamerica Partners Money Market 9%
2. Thornburg International Value 7%
3. Transamerica Partners Mid Value 7%

  Plan Service Providers

Recordkeeper ABN AMRO Trust Services Company
Consultant Truenorth Securities, Inc.
Auditor Allen, Gibbs, & Houlik, L.C.

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