Original filing (PDF)20250903211822NAL0026543952001

IM Specialist, Inc.

Name: IM Specialist, Inc. — IM Specialist, Inc. 401(k), Form 5500 (2024)
Creator: IM Specialist, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IM Specialist, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · IM Specialist, Inc.'s IM Specialist, Inc. 401(k) Profit Sharing Plan held $1.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IM SPECIALIST, INC..

Plan sponsor

Name

IM SPECIALIST, INC.

EIN

20-1981443all filings

Address

2737 WEST BASELINE ROAD · SUITE 24 · TEMPE, AZ · 85283

Phone

(602) 690-3828

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