Plan Ledger DOL Form 5500 · updated monthly

Imperial Management Services Group, Inc.401(k)

IMPERIAL MANAGEMENT ADMINISTRATORS 401(K) PLAN · PASADENA, CA · plan year 2022

Reported admin expense ratio · 2022
1.42%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Imperial Management Services Group, Inc. reported $20,421 in plan administrative expenses for 2022: 1.42% of average plan assets, higher than ~90% of peers. Employer contributions averaged $960 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (8,608th of 9,483), and 4,699th of 4,798 in finance & insurance. In 2022, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,379,270
Participants with balances72
Active participants173
Employer contributions$166,084
Employee contributions$340,217
Employer contribution per active participant$960
Average account balance$19,157
Benefits paid to participants$524,322
Plan auditUnmodified (clean) audit opinion
AuditorPENSION ASSURANCE
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$20,421
Total administrative$20,421
The Imperial Management Services Group, Inc. 401(k) match · 2022
Employer contribution per active participant$960
Median for plans this size$1,114

Imperial Management Services Group, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$20,421 · 1.42%
Same employer
Similar plansFinance & Insurance · California
The Aligned Company CA$1.5M · 0.25%
Maverick Bankcard Inc CA$1.5M · 0.12%
Universal Card, Inc CA$1.4M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465758902 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.