IMA Wealth -000

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

Active participants

310

Total plan assets

$18.8M

Filings (rows)

Direct comp

Indirect comp

$53K

Showing only "IMA WEALTH -000"

View all 3 variants aggregated →

IMA WEALTH137 IMA WEALTH -0003 IMA WEALTH - 0001

SERVICES PROVIDED

Other service providers2

Broker1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CDMM Corp. Workplace Resource 401(k) Retirement Plan · all filings	DENVER, CO	Other service providers	64	$7.2M	$0	$18K
CDMM Corp. Workplace Resource 401(k) Retirement Plan · all filings	DENVER, CO	Other service providers	84	$6.4M	$0	$13K
Liniger, Inc. Liniger, Inc. 401(k) Profit Sharing Plan · all filings	LITTLETON, CO	Broker	162	$5.2M	$0	$22K