Original filing (PDF)20250627130006NAL0014172816001

Investment Management Consultants Association

Name: Investment Management Consultants Association — Form 5500 Plan 002 (2024)
Creator: Investment Management Consultants Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IMCA Cash Balance Plan

Defined-benefit pension plan · Investment Management Consultants Association's IMCA Cash Balance Plan held $938K in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$938K

Net assets (EOY)

$938K

People on this filing

Elissa Motley signed Investment Management Consultants Association'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 Consultants Association's EIN is 84-1009166.

EIN 84-1009166

Plan number 002

Plan year 2024

ACK ID 20250627130006NAL0014172816001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Investment Management Consultants Association's plan includes a cash-balance formula, a defined-benefit pension formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score