How big is Innovative Management Concepts, Inc.'s plan?

Innovative Management Concepts, Inc.'s plan reported $21.7M in assets and 232 participants for 2024.

Original filing (PDF)20250820135423NAL0003348417003

Innovative Management Concepts, Inc.

Name: Innovative Management Concepts, Inc. — Innovative, Form 5500 (2024)
Creator: Innovative Management Concepts, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Innovative Management Concepts, Inc. 401(k) Plan

401(k) retirement plan · Innovative Management Concepts, Inc.'s Innovative Management Concepts, Inc. 401(k) Plan held $21.7M in plan assets for 232 participants in 2024.

Signals · 1

Corrective distributions issued

Active participants

232

Accounts w/ balance

230

Plan assets (EOY)

$21.7M

Net assets (EOY)

$21.7M

Plan identifiers

Innovative Management Concepts, Inc.'s EIN is 54-1516173.

EIN 54-1516173

Plan number 001

Plan year 2024

ACK ID 20250820135423NAL0003348417003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Innovative Management Concepts, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Innovative Management Concepts, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INNOVATIVE MANAGEMENT CONCEPTS, INC..

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (95th percentile).

Plan sponsor

Name

INNOVATIVE MANAGEMENT CONCEPTS, INC.

EIN

all filings

Address

P.O. BOX 190 · BLAIRSVILLE, GA · 305140190

Phone

(703) 318-8044

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

2025-08-20

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

35 direct securities· $21.5M(99% of reported assets)

Mutual Funds

$20.7M

32 holdings

Common Collective Trusts

$588K

2 holdings

Bonds / Notes

$165K

1 holding

					% of plan
Fidelity Blue Chip Growth Fund Mutual Fund n/a	Mutual Funds	—	—	$3.6M	16.5%
Fidelity Growth Company Fund Mutual Fund n/a	Mutual Funds	—	—	$3.2M	14.7%
Fidelity Contrafund Mutual Fund n/a	Mutual Funds	—	—	$1.5M	7.0%
Fidelity OTC Portfolio Mutual Fund n/a	Mutual Funds	—	—	$1.5M	6.7%
Fidelity Freedom 2035 Fund Class K Mutual Fund n/a	Mutual Funds	—	—	$1.2M	5.7%
Fidelity Freedom 2045 Fund Class K Mutual Fund n/a	Mutual Funds	—	—	$1.2M	5.3%
Fidelity Freedom 2040 Fund Class K Mutual Fund n/a	Mutual Funds	—	—	$907K	4.2%
Fidelity Freedom 2030 Fund Class K Mutual Fund n/a	Mutual Funds	—	—	$743K	3.4%
Fidelity Freedom 2025 Fund Class K Mutual Fund n/a	Mutual Funds	—	—	$697K	3.2%
Fidelity Freedom 2050 Fund Class K Mutual Fund n/a	Mutual Funds	—	—	$633K	2.9%
Fidelity Freedom 2060 Fund Class K Mutual Fund n/a	Mutual Funds	—	—	$578K	2.7%
Fidelity Freedom 2055 Fund Class K Mutual Fund n/a	Mutual Funds	—	—	$477K	2.2%
Fidelity Puritan Fund Mutual Fund n/a	Mutual Funds	—	—	$470K	2.2%
Fidelity Low Priced Stock Fund Mutual Fund n/a	Mutual Funds	—	—	$459K	2.1%
Fidelity Total Market Index Fund Mutual Fund n/a	Common Collective Trusts	—	—	$454K	2.1%
Fidelity Government Money Market Fund Money Market Fund n/a	Mutual Funds	—	—	$384K	1.8%
Fidelity Dividend Growth Fund Mutual Fund n/a	Mutual Funds	—	—	$363K	1.7%
Fidelity Large Cap Stock Fund Mutual Fund n/a	Mutual Funds	—	—	$318K	1.5%
Fidelity Freedom 2020 Fund Class K Mutual Fund n/a	Mutual Funds	—	—	$316K	1.5%
Fidelity Freedom Income Fund Class K Mutual Fund n/a	Mutual Funds	—	—	$262K	1.2%
Fidelity Investment Grade Bond Fund Mutual Fund n/a	Mutual Funds	—	—	$237K	1.1%
Fidelity Growth Strategies Fund Mutual Fund n/a	Mutual Funds	—	—	$236K	1.1%
Fidelity Diversified International Fund Mutual Fund n/a	Mutual Funds	—	—	$224K	1.0%
Fidelity Value Strategies Fund Mutual Fund n/a	Mutual Funds	—	—	$200K	0.9%
Fidelity Real Estate Investment Fund Mutual Fund n/a	Mutual Funds	—	—	$186K	0.9%
Fidelity Small Cap Value Fund Mutual Fund n/a	Mutual Funds	—	—	$181K	0.8%
Fidelity Value Fund Mutual Fund n/a	Mutual Funds	—	—	$169K	0.8%
Participant Loans Interest 1.00% - 9.50%, mature 1 - 5 years - 0 -	Bonds / Notes	—	—	$165K	0.8%
Fidelity Overseas Fund Mutual Fund n/a	Mutual Funds	—	—	$161K	0.7%
Fidelity Extended Market Index Fund Mutual Fund n/a	Common Collective Trusts	—	—	$134K	0.6%
Fidelity Freedom 2065 Fund Class K Mutual Fund n/a	Mutual Funds	—	—	$124K	0.6%
Fidelity Small Cap Discovery Fund Mutual Fund n/a	Mutual Funds	—	—	$116K	0.5%
Fidelity Equity Inc Mutual Fund n/a	Mutual Funds	—	—	$60K	0.3%
Fidelity Short-Term Bond Fund Mutual Fund n/a	Mutual Funds	—	—	$56K	0.3%
Fidelity Freedom 2010 Fund Class K Mutual Fund n/a	Mutual Funds	—	—	$23K	0.1%