IMA ADVISORY SERVICES
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
32
Active participants
175,432
Total plan assets
$1.2B
Filings (rows)
34
Direct comp
$1.0M
Indirect comp
$17K
SERVICES PROVIDED
Advisor / Consultant30
Other2
Broker2
Top plans served
Showing top 34 of 32 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISORY | 161,040 | $650.9M | $9K |
| HASELDEN CONSTRUCTION LLC HASELDEN CONSTRUCTION LLC 401(K) SAVINGS PLAN | CENTENNIAL, CO | Advisor / Consultant ADVISOR | 337 | $58.9M | $50K |
| QB ENERGY MANAGEMENT, LLC QB ENERGY 401(K) PLAN | DENVER, CO | Advisor / Consultant ADVISOR | 221 | $36.9M | $71K |
| APPLIED CONTROL MANAGEMENT, INC. APPLIED CONTROL EQUIPMENT 401(K) PLAN | ENGLEWOOD, CO | Advisor / Consultant INVESTMENT ADVISORY | 228 | $35.1M | $65K |
| UNITED POWER, INC. UNITED POWER, INC. 401(K) PLAN | BRIGHTON, CO | Advisor / Consultant INVESTMENT ADVISOR | 198 | $34.1M | $36K |
| MGMA-ACMPE MEDICAL GROUP MANAGEMENT ASSOCIATION 401(K) PLAN | ENGLEWOOD, CO | Advisor / Consultant ADVISOR | 128 | $30.9M | $57K |
| BONAKEMI USA, INC. BONAKEMIUSA, INC. 401(K) PLAN | ENGLEWOOD, CO | Advisor / Consultant INVESTMENT ADVISOR | 277 | $30.4M | $58K |
| WICHITA UROLOGY GROUP, P.A. WICHITA UROLOGY GROUP, P.A. SAVINGS PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 119 | $29.6M | $23K |
| BOULDER SCIENTIFIC COMPANY BOULDER SCIENTIFIC COMPANY 401(K) SAVINGS & RETIREMENT PLAN | MEAD, CO | Advisor / Consultant INVESTMENT ADVISOR | 198 | $28.2M | $52K |
| THE LARAMAR GROUP, LLC LARAMAR CONSOLIDATED GROUP 401(K) PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISORY | 128 | $27.6M | $40K |
| DIVERSUS HEALTH, INC. DIVERSUS HEALTH, INC. 401(K) RETIREMENT PLAN | SARASOTA, FL | Advisor / Consultant INVESTMENT ADVISORY | 373 | $25.1M | $42K |
| INDUS TECHNOLOGY, INC. INDUS TECHNOLOGY, INC. 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISORY | 472 | $24.5M | $45K |
| PINKARD CONSTRUCTION CO. PINKARD CONSTRUCTION CO. EMPLOYEE PROFIT-SHARING AND 401(K) PLAN | LAKEWOOD, CO | Advisor / Consultant INVESTMENT ADVISORY | 112 | $22.9M | $30K |
| LDF SUPPORT GROUP, INC. THE LDF COMPANIES RETIREMENT SAVINGS PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 395 | $17.9M | $41K |
| GOODWILL OF COLORADO GOODWILL OF COLORADO RETIREMENT SAVINGS 403(B) PLAN | COLORADO SPRINGS, CO | Advisor / Consultant INVESTMENT ADVISORY | 3,268 | $17.6M | $35K |
| TUCOWS (DELAWARE) INC. TUCOWS (DELAWARE) INC. 401(K) PLAN | CHARLOTTESVILLE, VA | Advisor / Consultant INVESTMENT ADVISOR | 233 | $16.3M | $23K |
| MEADOWS & OHLY, LLC MEADOWS & OHLY, LLC 401(K) PROFIT SHARING PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 193 | $16.0M | $38K |
| PROTECT, LLC PROTECT, LLC 401(K) PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISORY | 530 | $15.7M | $25K |
| THE GEOLOGICAL SOCIETY OF AMERICA THE GEOLOGICAL SOCIETY OF AMERICA RETIREMENT PLAN | BOULDER, CO | Advisor / Consultant INVESTMENT ADVISORY | 61 | $15.2M | $27K |
| MID-AMERICA ORTHOPEDICS, L.L.C. MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 127 | $14.0M | $26K |
| WOLFE ELECTRIC, INC. WOLFE ELECTRIC, INC. PROFIT SHARING/401(K) PLAN AND TRUST | WICHITA, KS | Broker BROKER/ADVISER | 103 | $13.3M | $0 |
| WOLFE ELECTRIC, INC. WOLFE ELECTRIC, INC. PROFIT SHARING/401(K) PLAN AND TRUST | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 103 | $13.3M | $31K |
| IBEX GLOBAL SOLUTIONS, INC. TRG 401(K) PLAN | WASHINGTON, DC | Advisor / Consultant INVESTMENT ADVISORY | 1,972 | $12.7M | $37K |
| GOODNIGHT MIDSTREAM, LLC GOODNIGHT MIDSTREAM 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 127 | $11.2M | $39K |
| FAMILY CARE CENTER, PLLC FAMILY CARE CENTER, PLLC RETIREMENT PLAN | LONE TREE, CO | Advisor / Consultant INVESTMENT ADVISOR | 763 | $10.4M | $27K |
| STAFFSCAPES, INC STAFFSCAPES, INC. 401(K) PROFIT SHARING PLAN | WESTMINSTER, CO | Advisor / Consultant INVESTMENT ADVISOR | 1,185 | $10.2M | $38K |
| TRANSAXLE LLC TRANSAXLE LLC 401(K) PROFIT SHARING PLAN | CINNAMINSON, NJ | Advisor / Consultant INVESTMENT ADVISOR | 212 | $9.6M | $19K |
| UNITED STATES WELDING, INC. UNITED STATES WELDING, INC. 401(K) PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISOR | 68 | $5.1M | $4K |
| UNITED STATES WELDING, INC. UNITED STATES WELDING, INC. 401(K) PLAN | DENVER, CO | Broker BROKER/ADVISER | 68 | $5.1M | $0 |
| SUMMUS HEALTH CARE, LLC SUMMUS HEALTH CARE 401(K) PLAN | LEWISVILLE, TX | Advisor / Consultant INVESTMENT ADVISOR | 168 | $4.1M | $15K |
| SCHIRM USA, INC. SCHIRM USA, INC. 401(K) PROFIT SHARING PLAN | ENNIS, TX | Advisor / Consultant INVESTMENT ADVISOR | 222 | $4.0M | $11K |
| MENTAL HEALTH ASSOCIATION OF SOUTH CENTRAL KANSAS MENTAL HEALTH ASSOCIATION OF SOUTH CENTRAL KANSAS 401(K) PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 160 | $3.1M | $6K |
| THE CAPPER FOUNDATION THE CAPPER FOUNDATION RETIREMENT PLAN | TOPEKA, KS | Other NONE | 318 | $2.8M | $7K |
| POPE AUTOMOTIVE GROUP POPE GROUP 401(K) PROFIT SHARING PLAN | ATLANTA, GA | Other | 1,496 | $0 | $9K |