Amanda Harter signed The Imagine Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Imagine Group's EIN is 41-1612906.
Download the official 2024 Form 5500 (PDF) for The Imagine Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Imagine Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $220K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $18K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Fund 2030 | Mutual Funds | — | — | $16.5M | 14.1% | |
| JP Morgan Funds Large Cap Growth Fund | Other securities | — | — | $14.1M | 12.1% | |
| Vanguard Target Retirement Fund 2035 | Mutual Funds | — | — | $13.8M | 11.8% | |
| Vanguard Target Retirement Fund 2040 | Mutual Funds | — | — | $11.0M | 9.5% | |
| LEGAL & GENERAL S&P 500 DC A RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 005 | Common Collective Trust | — | — | $7.9M | 6.8% | |
| Vanguard Target Retirement Fund 2045 | Mutual Funds | — | — | $7.7M | 6.6% | |
| Vanguard Target Retirement Fund 2025 | Mutual Funds | — | — | $6.8M | 5.9% | |
| Vanguard Target Retirement Fund 2050 | Mutual Funds | — | — | $6.3M | 5.4% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $4.9M | 4.2% | |
| Vanguard Target Retirement Fund 2055 | Mutual Funds | — | — | $4.3M | 3.7% | |
| INVESCO STABLE VALUE TR CLS B1 INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.1% | |
| Westwood Quality Small Cap Fund | Other securities | — | — | $3.3M | 2.8% | |
| PRUDENTIAL CORE PL BD FD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $2.9M | 2.5% | |
| CONESTOGA SM CP GWTH FD CL A COMERICA BANK & TRUST, NAT ASSN · EIN 82-6178890 / PN 001 | Common Collective Trust | — | — | $2.7M | 2.4% | |
| MFS INTL EQUITY CLASS 3A FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $2.1M | 1.8% | |
| Participants Participant Loans Rates from 3.25% - 8.50% - | Bonds / Notes | — | — | $1.9M | 1.6% | |
| Vanguard Target Retirement Fund 2020 | Mutual Funds | — | — | $1.7M | 1.5% | |
| Vanguard Target Retirement Fund 2060 | Mutual Funds | — | — | $1.6M | 1.3% | |
| Vanguard Target Retirement Fund 2065 | Mutual Funds | — | — | $733K | 0.6% | |
| LEGAL & GENERAL RUSSELL 2000 A RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 007 | Common Collective Trust | — | — | $595K | 0.5% | |
| RBC Emerging Markets Equity Dividend Fund | Other securities | — | — | $577K | 0.5% | |
| Vanguard Target Retirement Fund | Mutual Funds | — | — | $543K | 0.5% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $447K | 0.4% | |
| LGL & GEN MSCI ACWI EX US DC A RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 010 | Common Collective Trust | — | — | $278K | 0.2% | |
| Vanguard Target Retirement Fund 2070 | Mutual Funds | — | — | $217K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS | 30-0282430 | — | INV ADV, PARTICIPANTS | $56K | — |
