Information Management Group, in 401(k) match, vesting and fees
What Information Management Group, in'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 | Kestra Advisory Services | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Information Management Group, in: employer contribution per participant | $796 | |
| Peer median | $2,719 |
| Information Management Group, in: average balance | $69,727 | |
| Peer median | $85,424 |
| Information Management Group, in: admin expenses ÷ assets | 0.44% | |
| Peer median | 0.27% |
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 $8.1M at the end of plan year 2021 to $9.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 140 | $9.4M | $107K | $796 | 0.44% | Not published | Form 5500 ↗ |
| 2024 | 143 | $7.9M | $59K | $428 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 127 | $7.3M | $67K | $552 | 0.51% | Not published | Form 5500 ↗ |
| 2022 | 144 | $6.7M | $97K | $697 | 0.54% | Not published | Form 5500 ↗ |
| 2021 | 151 | $8.1M | $73K | $510 | 0.54% | Not published | Form 5500 ↗ |
Common questions
Does Information Management Group, in match 401(k) contributions?
The match terms for the Information Management Group, Inc. 401(k) Salary Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $107K in employer contributions, about $796 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Information Management Group, in 401(k) match vested?
The vesting schedule for the Information Management Group, Inc. 401(k) Salary Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Information Management Group, in 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Kestra Advisory Services. The plan administrator is Information Management Group, in.
I left Information Management Group, in. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Information Management Group, in, (703) 573-5000) or the recordkeeper, Kestra Advisory Services. The Information Management Group, in old 401(k) page lists the contacts from every plan filing. Find an old Information Management Group, in 401(k)
Data from the public Form 5500 annual reports Information Management Group, in 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 Information Management Group, in. Not financial advice. Report a correction · Methodology