How big is Imagine Believe Realize LLC's plan?

Imagine Believe Realize LLC's plan reported $14.5M in assets and 259 participants for 2024.

Original filing (PDF)20250929103053NAL0010775985001

Imagine Believe Realize LLC

Name: Imagine Believe Realize LLC — Imagine Believe, Form 5500 (2024)
Creator: Imagine Believe Realize LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Imagine Believe Realize LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Imagine Believe Realize LLC's Imagine Believe Realize LLC 401(k) Profit Sharing Plan and Trust held $14.5M in plan assets for 259 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

1 failed disclosure

Active participants

259

Accounts w/ balance

245

Plan assets (EOY)

$14.5M

Net assets (EOY)

$14.5M

People on this filing

Rosanne Field signed Imagine Believe Realize LLC's 2024 Form 5500 as plan administrator.

Rosanne Field — 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

Imagine Believe Realize LLC's EIN is 26-0295155.

EIN 26-0295155

Plan number 001

Plan year 2024

ACK ID 20250929103053NAL0010775985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Imagine Believe Realize LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Imagine Believe Realize LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IMAGINE BELIEVE REALIZE LLC.

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How this plan invests

This plan

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

IMAGINE BELIEVE REALIZE LLC

EIN

all filings

Address

1017 PATHFINDER WAY · STE 100 · ROCKLEDGE, FL · 32955

Phone

(321) 230-7555

Industry

Software Publishers· Information / Tech / Media

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

2025-09-29

Pension benefit codes

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
DELTA CAPITAL MANAGEMENT LLC	02-0699409	MAITLAND, FL	ADVISOR	$30K	—
STRATEGIC ADVISORS, INC.

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

43 direct securities· $14.5M(100% of reported assets)

Mutual Funds

$7.9M

26 holdings

Common Collective Trusts

$5.6M

10 holdings

Other securities

$889K

6 holdings

Bonds / Notes

$96K

1 holding

					% of plan
Fidelity 500 Index Fund -	Common Collective Trusts	—	—	$2.0M	13.4%
Fidelity Large Cap Growth Index Fund -	Common Collective Trusts	—	—	$1.7M	11.7%
American Funds 2045 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$1.4M	9.9%
Fidelity Interest Bearing Cash -	Mutual Funds	—	—	$754K	5.2%
American Funds 2055 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$713K	4.9%
American Funds 2035 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$640K	4.4%
Vanguard Information Technology Index Fund -	Common Collective Trusts	—	—	$599K	4.1%
American Funds 2030 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$513K	3.5%
American Funds 2040 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$503K	3.5%
American Funds 2060 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$406K	2.8%
Vanguard Mid-Cap Index Fund -	Common Collective Trusts	—	—	$404K	2.8%
Vanguard Equity-Income Fund -	Mutual Funds	—	—	$332K	2.3%
Dimensional Fund Advisors International Core Equity II Fund -	Mutual Funds	—	—	$320K	2.2%
Vanguard Mid Cap Growth Index Admin Fund -	Mutual Funds	—	—	$312K	2.1%
American Funds New Perspective Fund Class R-5 -	Mutual Funds	—	—	$298K	2.0%
Vanguard Small-Cap Growth Index Fund -	Common Collective Trusts	—	—	$294K	2.0%
Vanguard Small-Cap Index Fund -	Common Collective Trusts	—	—	$283K	1.9%
American Funds 2025 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$252K	1.7%
BlackRock High Yield Portfolio Fund Class K -	Other securities	—	—	$237K	1.6%
Macquarie Small Cap Value Fund Institutional Class -	Other securities	—	—	$226K	1.6%
Vanguard Mid-Cap Value Index Fund -	Common Collective Trusts	—	—	$202K	1.4%
American Funds 2050 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$194K	1.3%
Dimensional Fund Advisors Emerging Markets Portfolio Institutional Class -	Mutual Funds	—	—	$172K	1.2%
American Funds 2065 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$166K	1.1%
Metropolitan West Total Return Bond Fund Class I -	Other securities	—	—	$162K	1.1%
Dimensional Fund Advisors Intermediate Gov't Fixed Income Portfolio -	Mutual Funds	—	—	$159K	1.1%
Vanguard International Growth Fund -	Mutual Funds	—	—	$139K	1.0%
Vanguard International Value Fund -	Mutual Funds	—	—	$132K	0.9%
T. Rowe Price Health Sciences Fund -	Other securities	—	—	$115K	0.8%
Vanguard Energy Fund -	Mutual Funds	—	—	$114K	0.8%
Franklin Gold and Precious Metals Fund Class R6 -	Mutual Funds	—	—	$110K	0.8%
Vanguard Industrials Index Fund -	Common Collective Trusts	—	—	$99K	0.7%
Participant notes receivable Interest rates at 4.25% - 9.50% -	Bonds / Notes	—	—	$96K	0.7%
American Funds 2020 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$94K	0.6%
Davis Funds Financial Fund Class Y -	Other securities	—	—	$89K	0.6%
Fidelity Inflation-Protected Bond Index Fund -	Common Collective Trusts	—	—	$68K	0.5%
BlackRock Strategic Global Bond Fund -	Other securities	—	—	$60K	0.4%
American Funds Balanced Fund Class R-6 -	Mutual Funds	—	—	$43K	0.3%
Vanguard Utilities Index Fund -	Common Collective Trusts	—	—	$38K	0.3%
Dodge & Cox Global Stock Fund Class I -	Mutual Funds	—	—	$28K	0.2%
Vanguard Wellesley Income Fund -	Mutual Funds	—	—	$19K	0.1%
Dimensional Fund Advisors Global Real Estate Securities Portfolio -	Mutual Funds	—	—	$18K	0.1%
Vanguard Short-Term Investment-Grade Fund -	Mutual Funds	—	—	$14K	<0.1%