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Original filing (PDF)20250718090415NAL0001452337001
IMAGINE ONE TECHNOLOGY & MANAGEMENT, LTD.
Form 5500
FILING_RECEIVED
IMAGINE ONE, LTD. 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Active participants
276
Accounts w/ balance
406
Plan assets (EOY)
$24.7M
Net assets (EOY)
$24.7M
How this plan invests
This plan
6 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMAGINE ONE TECHNOLOGY & MANAGEMENT, LTD..
Plan sponsor
Name
IMAGINE ONE TECHNOLOGY & MANAGEMENT, LTD.
EIN
52-2105248
Address
47332 THOMAS ROWE LANE · LEXINGTON PARK, MD · 20653
Phone
(301) 866-4098
Industry
Admin Support & Waste Mgmtsee 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
2025-07-18
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
CLA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $42K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $19K | — |
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | ADVISOR | $6K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $17K | — |
| BDO | 13-5381590 | — | ACCOUNTANT/AUDITOR | $10K | — |
Investments
24 direct securities · 6 pooled funds· $24.7M(100% of reported assets)
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.
Uncategorized
$21.1M
24 holdings
Common Collective Trust
$3.6M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Trgt Date 2045 R6 | — | — | — | $2.8M | 11.4% | |
| American Funds Trgt Date 2040 R6 | — | — | — | $2.3M | 9.2% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.9M | 7.8% | |
| American Funds Trgt Date 2025 R6 | — | — | — | $1.9M | 7.7% | |
| American Funds Trgt Date 2050 R6 | — | — | — | $1.9M | 7.6% | |
| American Funds Trgt Date 2030 R6 | — | — | — | $1.9M | 7.5% | |
| American Funds Trgt Date 2035 R6 | — | — | — | $1.4M | 5.5% | |
| American Funds Trgt Date 2055 R6 | — | — | — | $1.3M | 5.2% | |
| J.P. Morgan US Resrch Enhanced Eq R6 | — | — | — | $1.3M | 5.1% | |
| American Funds Trgt Date 2010 R6 | — | — | — | $1.1M | 4.7% | |
| T.Rowe Price Diversified Mid Cap Gr I | — | — | — | $726K | 2.9% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value * Fidelity Fid 500 Index | — | — | — | $711K | 2.9% | |
| American Funds Trgt Date 2060 R6 | — | — | — | $708K | 2.9% | |
| GALLIARD MGD INC D WELLS FARGO BANK, N.A. · EIN 52-2250949 / PN 001 | Common Collective Trust | — | — | $505K | 2.0% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $490K | 2.0% | |
| Fidelity Small Cap Index | — | — | — | $490K | 2.0% | |
| Notes Receivable from Participants Interest Rates from 4.25% to 9.50% - | — | — | — | $424K | 1.7% | |
| American Century Small Cap Growth R6 | — | — | — | $388K | 1.6% | |
| Fidelity Total Bond K6 | — | — | — | $365K | 1.5% | |
| Fidelity Gov Cash Reserve | — | — | — | $337K | 1.4% | |
| ClearBridge Intl Growth IS | — | — | — | $331K | 1.3% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $290K | 1.2% | |
| BNY Mellon Natural Resources Fund Y | — | — | — | $273K | 1.1% | |
| Vanguard Utility Index Admiral | — | — | — | $263K | 1.1% | |
| Fidelity Mid Cap Idx | — | — | — | $227K | 0.9% | |
| J H INTL ALPHA III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $218K | 0.9% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $164K | 0.7% | |
| MassMutual Inflation Protected & Income I | — | — | — | $71K | 0.3% | |
| American Funds Trgt Date 2020 R6 | — | — | — | $8K | <0.1% | |
| American Funds Trgt Date 2065 R6 | — | — | — | $6K | <0.1% |
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