How big is IMA, LLC's plan?

IMA, LLC's plan reported $8.5M in assets and 29 participants for 2024.

Original filing (PDF)20250703124837NAL0001061248001

IMA, LLC

Name: IMA, LLC — IMA 401(k) Plan, Form 5500 (2024)
Creator: IMA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IMA 401(k) Plan

401(k) retirement plan · IMA, LLC's IMA 401(k) Plan held $8.5M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

People on this filing

Kelly Clement signed IMA, LLC's 2024 Form 5500 as plan administrator.

Kelly Clement — 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

IMA, LLC's EIN is 46-2277580.

EIN 46-2277580

Plan number 001

Plan year 2024

ACK ID 20250703124837NAL0001061248001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

IMA, LLC'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 IMA, LLC.

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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.

Plan sponsor

Name

IMA, LLC

DBA

METASTOCK

EIN

all filings

Address

4548 S ATHERTON DR STE 200 · TAYLORSVILLE, UT · 841236778

Phone

(801) 506-1008

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

2025-07-03

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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