Back to filter
Original filing (PDF)20250820135423NAL0003348417003
INNOVATIVE MANAGEMENT CONCEPTS, INC.
Form 5500
FILING_RECEIVED
INNOVATIVE MANAGEMENT CONCEPTS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
232
Accounts w/ balance
230
Plan assets (EOY)
$21.7M
Net assets (EOY)
$21.7M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATIVE MANAGEMENT CONCEPTS, INC..
Plan sponsor
Name
INNOVATIVE MANAGEMENT CONCEPTS, INC.
EIN
54-1516173
Address
P.O. BOX 190 · BLAIRSVILLE, GA · 305140190
Phone
(703) 318-8044
Industry
Professional & Technical Servicessee 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
2025-08-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HANTZMON WIEBEL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
35 direct securities· $21.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund Mutual Fund n/a | — | — | — | $3.6M | 16.5% | |
| Fidelity Growth Company Fund Mutual Fund n/a | — | — | — | $3.2M | 14.7% | |
| Fidelity Contrafund Mutual Fund n/a | — | — | — | $1.5M | 7.0% | |
| Fidelity OTC Portfolio Mutual Fund n/a | — | — | — | $1.5M | 6.7% | |
| Fidelity Freedom 2035 Fund Class K Mutual Fund n/a | — | — | — | $1.2M | 5.7% | |
| Fidelity Freedom 2045 Fund Class K Mutual Fund n/a | — | — | — | $1.2M | 5.3% | |
| Fidelity Freedom 2040 Fund Class K Mutual Fund n/a | — | — | — | $907K | 4.2% | |
| Fidelity Freedom 2030 Fund Class K Mutual Fund n/a | — | — | — | $743K | 3.4% | |
| Fidelity Freedom 2025 Fund Class K Mutual Fund n/a | — | — | — | $697K | 3.2% | |
| Fidelity Freedom 2050 Fund Class K Mutual Fund n/a | — | — | — | $633K | 2.9% | |
| Fidelity Freedom 2060 Fund Class K Mutual Fund n/a | — | — | — | $578K | 2.7% | |
| Fidelity Freedom 2055 Fund Class K Mutual Fund n/a | — | — | — | $477K | 2.2% | |
| Fidelity Puritan Fund Mutual Fund n/a | — | — | — | $470K | 2.2% | |
| Fidelity Low Priced Stock Fund Mutual Fund n/a | — | — | — | $459K | 2.1% | |
| Fidelity Total Market Index Fund Mutual Fund n/a | — | — | — | $454K | 2.1% | |
| Fidelity Government Money Market Fund Money Market Fund n/a | — | — | — | $384K | 1.8% | |
| Fidelity Dividend Growth Fund Mutual Fund n/a | — | — | — | $363K | 1.7% | |
| Fidelity Large Cap Stock Fund Mutual Fund n/a | — | — | — | $318K | 1.5% | |
| Fidelity Freedom 2020 Fund Class K Mutual Fund n/a | — | — | — | $316K | 1.5% | |
| Fidelity Freedom Income Fund Class K Mutual Fund n/a | — | — | — | $262K | 1.2% | |
| Fidelity Investment Grade Bond Fund Mutual Fund n/a | — | — | — | $237K | 1.1% | |
| Fidelity Growth Strategies Fund Mutual Fund n/a | — | — | — | $236K | 1.1% | |
| Fidelity Diversified International Fund Mutual Fund n/a | — | — | — | $224K | 1.0% | |
| Fidelity Value Strategies Fund Mutual Fund n/a | — | — | — | $200K | 0.9% | |
| Fidelity Real Estate Investment Fund Mutual Fund n/a | — | — | — | $186K | 0.9% | |
| Fidelity Small Cap Value Fund Mutual Fund n/a | — | — | — | $181K | 0.8% | |
| Fidelity Value Fund Mutual Fund n/a | — | — | — | $169K | 0.8% | |
| Participant Loans Interest 1.00% - 9.50%, mature 1 - 5 years - 0 - | — | — | — | $165K | 0.8% | |
| Fidelity Overseas Fund Mutual Fund n/a | — | — | — | $161K | 0.7% | |
| Fidelity Extended Market Index Fund Mutual Fund n/a | — | — | — | $134K | 0.6% | |
| Fidelity Freedom 2065 Fund Class K Mutual Fund n/a | — | — | — | $124K | 0.6% | |
| Fidelity Small Cap Discovery Fund Mutual Fund n/a | — | — | — | $116K | 0.5% | |
| Fidelity Equity Inc Mutual Fund n/a | — | — | — | $60K | 0.3% | |
| Fidelity Short-Term Bond Fund Mutual Fund n/a | — | — | — | $56K | 0.3% | |
| Fidelity Freedom 2010 Fund Class K Mutual Fund n/a | — | — | — | $23K | 0.1% |
Related plans
Similar-size Professional & Technical Services plans
DIMENSIONAL INSIGHT, INC.
DIMENSIONAL INSIGHT, INC. 401(K) RETIREMENT PLAN
$21.6M · 76 participants
LIGHTHOUSE WORLDWIDE SOLUTIONS, INC.
LIGHTHOUSE WORLDWIDE SOLUTIONS, INC. 401(K) RETIREMENT SAVINGS PLAN
$21.8M · 185 participants
DANLAW INC
DANLAW, INC 401(K) AND PROFIT SHARING PLAN
$21.5M · 111 participants
VSOLVIT LLC
VSOLVIT LLC 401(K) PROFIT SHARING PLAN
$21.9M · 360 participants
EAGLE SOFTWARE, INC.
EAGLE SOFTWARE INC. 401K PROFIT SHARING PLAN
$21.4M · 31 participants
COMPUTER WORLD SERVICES CORP.
COMPUTER WORLD SERVICES CORP. 401(K) PLAN
$22.0M · 346 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants