What public Form 5500 filings show about the IMS Marketing, Inc. d/b/a Insurance Management Services 401(k) plan — and how to find and check your own account.
IMS Marketing, Inc. d/b/a Insurance Management Services (EIN 75-2355889) reports INSURANCE MANAGEMENT SERVICES 401(K) PLAN on its most recent Form 5500, with $6.5M in plan assets across 97 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full IMS Marketing, Inc. d/b/a Insurance Management Services filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your IMS Marketing, Inc. d/b/a Insurance Management Services 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMARILLO NATIONAL BANK, EMPOWER ADVISORY GROUP, EMPOWER ANNUITY INSURANCE O.
