How big is I.M. Systems Group, Inc.'s plan?

I.M. Systems Group, Inc.'s plan reported $52.6M in assets and 60 participants for 2024.

Original filing (PDF)20250729093635NAL0006991410001

I.M. Systems Group, Inc.

Name: I.M. Systems Group, Inc. — I.M. Systems Group 401(k), Form 5500 (2024)
Creator: I.M. Systems Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

I.M. Systems Group 401(k) Plan

401(k) retirement plan · I.M. Systems Group, Inc.'s I.M. Systems Group 401(k) Plan held $52.6M in plan assets for 60 participants in 2024, with EPIC Retirement Plan Services as recordkeeper.

Signals · 1

38% in single holding

Active participants

Accounts w/ balance

339

Plan assets (EOY)

$52.6M

Net assets (EOY)

$52.6M

People on this filing

Kimberly Strouth signed I.M. Systems Group, Inc.'s 2024 Form 5500 as plan administrator.

Kimberly Strouth — 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

I.M. Systems Group, Inc.'s EIN is 52-1520658.

EIN 52-1520658

Plan number 001

Plan year 2024

ACK ID 20250729093635NAL0006991410001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for I.M. Systems Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

I.M. Systems Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

25 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (25th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

I.M. SYSTEMS GROUP, INC.

EIN

all filings

Address

3206 TOWER OAKS BLVD., SUITE 300 · ROCKVILLE, MD · 20852

Phone

(240) 833-1889

Industry

Professional & Technical Services

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

2025-07-29

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)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EPIC RETIREMENT PLAN SERVICES	16-1450952	—	NONE	$106K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT	36-4317381	—	NONE	$53K	—

Investments

25 direct securities· $52.6M(100% of reported assets)

Common Collective Trusts

$19.9M

1 holding

Mutual Funds

$15.6M

8 holdings

Other securities

$13.6M

13 holdings

Cash / Money Market

$2.4M

1 holding

Common Stocks

$1.1M

1 holding

Bonds / Notes

$45K

1 holding

					% of plan
Vanguard 500 Index Admiral Mutual Fund NR	Common Collective Trusts	—	—	$19.9M	37.8%
Harbor Capital Appreciation Mutual Fund NR	Other securities	—	—	$6.0M	11.3%
American Funds American Balanced Mutual Fund NR	Mutual Funds	—	—	$4.9M	9.3%
Vanguard Mid-Cap Index Mutual Fund NR	Mutual Funds	—	—	$4.6M	8.8%
TD Bank Instl MMDA Money Market Fund NR	Cash / Money Market	—	—	$2.4M	4.5%
Vanguard Small-Cap Index Mutual Fund NR	Mutual Funds	—	—	$1.9M	3.7%
DFA U.S. Targeted Value Mutual Fund NR	Mutual Funds	—	—	$1.8M	3.5%
Baird Aggregate Bond Mutual Fund NR	Other securities	—	—	$1.8M	3.4%
Oakmark International Investor Mutual Fund NR	Other securities	—	—	$1.7M	3.2%
MFS Value Mutual Fund NR	Mutual Funds	—	—	$1.6M	3.0%
PGIM Jennison Small Company CI R6 Mutual Fund NR	Common Stocks	—	—	$1.1M	2.1%
2040 Target-Date Strategy Unitized Managed Account NR	Other securities	—	—	$1.1M	2.1%
2030 Target-Date Strategy Unitized Managed Account NR	Other securities	—	—	$1.0M	2.0%
2050 Target-Date Strategy Unitized Managed Account NR	Other securities	—	—	$878K	1.7%
American Century Inflation Adjusted Bond R5 Mutual Fund NR	Other securities	—	—	$396K	0.8%
Loomis Sayles Bond Mutual Fund NR	Other securities	—	—	$299K	0.6%
Vanguard FTSE All-World ex-US Index Mutual Fund NR	Mutual Funds	—	—	$273K	0.5%
Vanguard Short-Term Investment-Grade Mutual Fund NR	Mutual Funds	—	—	$233K	0.4%
2020 Target-Date Strategy Unitized Managed Account NR	Other securities	—	—	$230K	0.4%
DFA Emerging Markets Mutual Fund NR	Mutual Funds	—	—	$144K	0.3%
2060 Target-Date Strategy Unitized Managed Account NR	Other securities	—	—	$82K	0.2%
Retirement Income Target Unitized Managed Account NR	Other securities	—	—	$74K	0.1%
Principal Global Real Estate Securities Mutual Fund NR	Other securities	—	—	$61K	0.1%
Various, bearing interest * Participant loans between 4.50% - 9.50% -	Bonds / Notes	—	—	$45K	<0.1%
2010 Target-Date Strategy Unitized Managed Account NR	Other securities	—	—	$19K	<0.1%