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Original filing (PDF)20251015105847NAL0008854818001
IMS MARKETING, INC. D/B/A INSURANCE MANAGEMENT SERVICES
Form 5500
FILING_RECEIVED
INSURANCE MANAGEMENT SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
97
Accounts w/ balance
116
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "NUVEEN NUVEEN LIFECYCLE INDEX 2050 R6" is 28% of plan.
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMS MARKETING, INC. D/B/A INSURANCE MANAGEMENT SERVICES.
Plan sponsor
Name
IMS MARKETING, INC. D/B/A INSURANCE MANAGEMENT SERVICES
EIN
75-2355889
Address
731 NORTH TAYLOR STREET · AMARILLO, TX · 79107
Phone
(806) 373-5944
Industry
Finance & Insurancesee 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
2025-10-15
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
JOHNSON & SHELDON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-6568107 | — | RECORDKEEPER | $4K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMARILLO NATIONAL BANK | — | AMARILLO, TX | INVESTMENT ADVISOR | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3 | — |
Investments
19 direct securities · 1 pooled fund· $6.3M(96% 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
$6.3M
19 holdings
Common Collective Trust
$22K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2050 R6 | — | — | — | $1.8M | 26.9% | |
| NUVEEN LIFECYCLE INDEX 2045 R6 | — | — | — | $1000K | 15.3% | |
| NUVEEN LIFECYCLE INDEX 2030 R6 | — | — | — | $715K | 11.0% | |
| NUVEEN LIFECYCLE INDEX 2035 R6 | — | — | — | $491K | 7.5% | |
| NUVEEN LIFECYCLE INDEX 2055 R6 | — | — | — | $399K | 6.1% | |
| NUVEEN LIFECYCLE INDEX 2040 R6 | — | — | — | $323K | 4.9% | |
| NUVEEN LARGE CAP GROWTH INDEX R6 | — | — | — | $317K | 4.9% | |
| FIDELITY 500 INDEX | — | — | — | $283K | 4.3% | |
| NUVEEN LIFECYCLE INDEX 2060 R6 | — | — | — | $240K | 3.7% | |
| FIDELITY MID CAP INDEX | — | — | — | $221K | 3.4% | |
| FIDELITY FREEDOM 2050 K6 | — | — | — | $204K | 3.1% | |
| GOLDMAN SACHS GOLDMAN SACHS SM CAP VAL INSIGHTS INSTL | — | — | — | $133K | 2.0% | |
| NUVEEN LIFECYCLE INDEX RETIREMENT INC R6TRILX | — | — | — | $66K | 1.0% | |
| SCHWAB INTERNATIONAL INDEX | — | — | — | $49K | 0.8% | |
| NUVEEN LIFECYCLE INDEX 2065 R6 | — | — | — | $26K | 0.4% | |
| NUVEEN LIFECYCLE INDEX 2025 R6 | — | — | — | $23K | 0.4% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $22K | 0.3% | |
| NUVEEN LARGE CAP VALUE INDEX R6 | — | — | — | $15K | 0.2% | |
| BLACKROCK 60/40 TARGET ALLOCATION K | — | — | — | $3K | <0.1% | |
| INCESCO INVESCO PREMIER US GOVERNMENT MONEY INSTIUGXX | — | — | — | $2K | <0.1% |