Imagine One Technology & Management 401(k) match, vesting and fees
What Imagine One Technology & Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cla (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 535 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Imagine One Technology & Management: employer contribution per participant | $617 | |
| Peer median | $1,445 |
| Imagine One Technology & Management: average balance | $70,024 | |
| Peer median | $36,074 |
| Imagine One Technology & Management: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.52% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $20.9M at the end of plan year 2021 to $28.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 431 | $28.2M | $249K | $617 | 0.32% | Not published | Form 5500 ↗ |
| 2024 | 440 | $24.7M | $16K | $39 | 0.40% | Not published | Form 5500 ↗ |
| 2023 | 414 | $22.1M | $400K | $1,017 | 0.37% | Not published | Form 5500 ↗ |
| 2022 | 422 | $18.2M | $414K | $1,033 | 0.44% | Not published | Form 5500 ↗ |
| 2021 | 442 | $20.9M | $413K | $987 | 0.44% | Not published | Form 5500 ↗ |
Other Imagine One Technology & Management plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transition Finance Strategies LLC | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Imagine One Technology & Management match 401(k) contributions?
The match terms for the Imagine One, Ltd. 401(k) & Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $249K in employer contributions, about $617 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Imagine One Technology & Management 401(k) match vested?
The vesting schedule for the Imagine One, Ltd. 401(k) & Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Imagine One Technology & Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Imagine One Technology & Management, Ltd..
I left Imagine One Technology & Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Imagine One Technology & Management, Ltd., (301) 866-4098) or the recordkeeper, Fidelity Investments Institutional. The Imagine One Technology & Management old 401(k) page lists the contacts from every plan filing. Find an old Imagine One Technology & Management 401(k)
Data from the public Form 5500 annual reports Imagine One Technology & Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Imagine One Technology & Management. Not financial advice. Report a correction · Methodology