How big is Investment Management Consultant's plan?

Investment Management Consultant's plan reported $9.2M in assets and 41 participants for 2024.

Original filing (PDF)20250701130619NAL0030681026001

Investment Management Consultant

Name: Investment Management Consultant — IMCA 401(k) &, Form 5500 (2024)
Creator: Investment Management Consultant
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IMCA 401(k) & Profit Sharing Plan and Trust

401(k) retirement plan · Investment Management Consultant's IMCA 401(k) & Profit Sharing Plan and Trust held $9.2M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

People on this filing

Elissa Motley signed Investment Management Consultant's 2024 Form 5500 as plan administrator.

Elissa Motley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Investment Management Consultant's EIN is 84-1009166.

EIN 84-1009166

Plan number 001

Plan year 2024

ACK ID 20250701130619NAL0030681026001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Investment Management Consultant from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Investment Management Consultant's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

INVESTMENT MANAGEMENT CONSULTANT

EIN

all filings

Address

5619 DTC PARKWAY #600 · GREENWOOD VILLAGE, CO · 80111

Phone

(303) 770-3377

Industry

Educational Services

Plan administrator