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Original filing (PDF)20251014205339NAL0001832403001
INNOVATIVE MANAGEMENT & TECHNOLOGY APPROACHES, INC.
Form 5500
FILING_RECEIVED
IMTAS 401(K) PLAN
401(k) retirement plan
Signals · 2
39% in single holdingNo recordkeeper disclosed
Active participants
102
Accounts w/ balance
255
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
80
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Great Gray Trust Company MyCompass Ind Mod Ret Fd R CIT" is 39% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATIVE MANAGEMENT & TECHNOLOGY APPROACHES, INC..
Plan sponsor
Name
INNOVATIVE MANAGEMENT & TECHNOLOGY APPROACHES, INC.
EIN
54-1742722
Address
2000 EDMUND HALLEY DRIVE · SUITE 260 · RESTON, VA · 20191
Phone
(202) 962-0000
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISORY | $2K | — |
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNIGLOBAL PENSION PLANNING, INC | — | FAIRFAX, VA | OTHER SERVICES/TPA | $0 | — |
Investments
27 direct securities · 1 pooled fund· $9.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$4.8M
1 holding
Uncategorized
$4.3M
25 holdings
Guaranteed Income / GIC
$261K
1 holding
Pooled Separate Accounts
$234K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA RETIREMENT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.8M | 92.2% | |
| Great Gray Trust Company MyCompass Ind Mod Ret Fd R CIT | — | — | — | $2.0M | 38.3% | |
| Common Collective Trusts Great Gray Trust Company MyCompass Ind Mod 2035 Fd R CIT | — | — | — | $630K | 12.2% | |
| Great Gray Trust Company MyCompass Ind Mod 2045 Fd R CIT | — | — | — | $378K | 7.3% | |
| (FBRIC) * Voya Retirement Insurance and Annuity Co Voya Fixed Account | Guaranteed Income / GIC | — | — | $261K | 5.1% | |
| Voya Retirement Insurance and Annuity Co American Funds Fdmntl Inv R6 | Pooled Separate Accounts | — | — | $234K | 4.5% | |
| Voya Retirement Insurance and Annuity Co DFA US Targeted Vl Port Ins | — | — | — | $210K | 4.1% | |
| Voya Retirement Insurance and Annuity Co DFA Real Estate Secs Port Ins | — | — | — | $170K | 3.3% | |
| Great Gray Trust Company MyCompass Ind Mod 2055 Fd R CIT | — | — | — | $151K | 2.9% | |
| Voya Retirement Insurance and Annuity Co American Funds Nw Prspctv R6 | — | — | — | $143K | 2.8% | |
| Voya Retirement Insurance and Annuity Co PIMCO Income Fund Ins | — | — | — | $99K | 1.9% | |
| Voya Retirement Insurance and Annuity Co American Funds EuroPacific R6 | — | — | — | $88K | 1.7% | |
| Voya Retirement Insurance and Annuity Co American Funds AMCAP Fund R6 | — | — | — | $71K | 1.4% | |
| Voya Retirement Insurance and Annuity Co American Funds EuroPacific R6 | — | — | — | $70K | 1.4% | |
| Voya Retirement Insurance and Annuity Co Voya Mid-Cap Growth Eqty Fd 8 CIT | — | — | — | $68K | 1.3% | |
| Voya Retirement Insurance and Annuity Co DFA Infl-Prot Sec Port Ins | — | — | — | $63K | 1.2% | |
| Voya Retirement Insurance and Annuity Co Columbia Sel Mid Cap Value I3 | — | — | — | $58K | 1.1% | |
| Voya Retirement Insurance and Annuity Co Vangrd Balanced Index Fnd Adm | — | — | — | $47K | 0.9% | |
| Voya Retirement Insurance and Annuity Co Vangrd 500 Index Fund Adm | — | — | — | $17K | 0.3% | |
| Participant loans Interest ranges from 4.25% to 9.50% -0- | — | — | — | $12K | 0.2% | |
| Voya Retirement Insurance and Annuity Co Vangrd Mid-Cap Index Fund Adm | — | — | — | $10K | 0.2% | |
| Great Gray Trust Company MyCompass Ind Mod 2065 Fd R CIT | — | — | — | $9K | 0.2% | |
| Voya Retirement Insurance and Annuity Co Baron Small Cap Fund R6 | — | — | — | $8K | 0.2% | |
| Voya Retirement Insurance and Annuity Co American Funds Nw Prspctv R6 | — | — | — | $7K | 0.1% | |
| Voya Retirement Insurance and Annuity Co American Funds Wash Mutual R6 | — | — | — | $6K | 0.1% | |
| Voya Retirement Insurance and Annuity Co American Funds Fdmntl Inv R6 | — | — | — | $4K | <0.1% | |
| Voya Retirement Insurance and Annuity Co Vangrd Em Mkts Stk Ind Fd Adm | — | — | — | $2K | <0.1% | |
| Voya Retirement Insurance and Annuity Co PGIM High Yield Fund R6 | — | — | — | $2K | <0.1% |
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