How big is Initial Management Corp.'s plan?

Initial Management Corp.'s plan reported $1.4M in assets and 63 participants for 2024.

Original filing (PDF)20250722145351NAL0003313216001

Initial Management Corp.

Name: Initial Management Corp. — Initial Management Corp., Form 5500 (2024)
Creator: Initial Management Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Initial Management Corp. 401(k) Plan

401(k) retirement plan · Initial Management Corp.'s Initial Management Corp. 401(k) Plan held $1.4M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Kristopher Ventura signed Initial Management Corp.'s 2024 Form 5500 as plan administrator.

Kristopher Ventura — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Initial Management Corp.'s EIN is 04-3152159.

EIN 04-3152159

Plan number 001

Plan year 2024

ACK ID 20250722145351NAL0003313216001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Initial Management Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Initial Management Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INITIAL MANAGEMENT CORP..

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score