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Original filing (PDF)20250716050858NAL0002745617001
INTEGRATED MANAGEMENT SERVICES
Form 5500
FILING_RECEIVED
INTEGRATED MANAGEMENT SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
188
Accounts w/ balance
251
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRATED MANAGEMENT SERVICES.
Plan sponsor
Name
INTEGRATED MANAGEMENT SERVICES
EIN
20-2474646
Address
2200 LAPSLEY LANE · BOWLING GREEN, KY · 42103
Phone
(615) 224-3099
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | INVESTMENT/FINANCIAL ADVI | $0 | — |
Investments
33 direct securities· $20.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $4.7M | 22.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.9M | 9.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.9M | 9.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.8M | 8.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.8M | 8.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.6M | 7.4% | |
| VANGUARD DIV GRTH - INV | Registered Investment Companies | — | — | $1.2M | 5.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.2M | 5.7% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $862K | 4.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $797K | 3.8% | |
| ALGER SPECTRA FUND Z | Registered Investment Companies | — | — | $419K | 2.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $289K | 1.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $225K | 1.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $214K | 1.0% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $184K | 0.9% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $179K | 0.9% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $165K | 0.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $140K | 0.7% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $140K | 0.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $133K | 0.6% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $131K | 0.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $125K | 0.6% | |
| AMB SHAPIRO SMID CAP EQ R5 | Registered Investment Companies | — | — | $124K | 0.6% | |
| COLUMBIA BALANCED FUND - I3 | Registered Investment Companies | — | — | $119K | 0.6% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $112K | 0.5% | |
| DFA US CORE EQUITY 1 PORT INST | Registered Investment Companies | — | — | $109K | 0.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $70K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $55K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $45K | 0.2% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $30K | 0.1% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $29K | 0.1% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $25K | 0.1% | |
| VICTORY INTEGRITY SMCAP VAL R6 | Registered Investment Companies | — | — | $22K | 0.1% |
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