Benchmarking Ima North America, Inc. 401(K) Retirement Plan in Leominster, MA against all plans
Ima North America, Inc. 401(K) Retirement Plan in Leominster, MA paid the 3rd-highest investment advisory and management fees ($10,998) of the 25 plans whose industry group is Commercial and Service Industry Machinery Manufacturing. Those $10,998 compare to an average of $15,822 across the 25 plans.
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better than Time Manufacturing Company 401(K) Plan in Waco, TX ($364,314) and Sonny's Enterprises, LLC 401(K) Profit Plan in Tamarac, FL ($14,498).
exceeded Syntegon Technology Retirement Savings Plan in Minneapolis, MN ($5,692), Feldmeier Equipment, Inc. 401(K) Plan in Syracuse, NY ($50), Armor Metal Group, Inc. Plan and Trust in Mason, OH ($0), and Bekum America Corporation Savings & Protection Plan in Williamston, MI ($0), and 18 others, ending with Heat Transfer Research, Inc. 401(K) Plan in Navasota, TX ($0).
exceeded Syntegon Technology Retirement Savings Plan in Minneapolis, MN ($5,692), Feldmeier Equipment, Inc. 401(K) Plan in Syracuse, NY ($50), Armor Metal Group, Inc. Plan and Trust in Mason, OH ($0), and Bekum America Corporation Savings & Protection Plan in Williamston, MI ($0), and 18 others, ending with Heat Transfer Research, Inc. 401(K) Plan in Navasota, TX ($0).
References
- whose industry group is. The industry group is the first four digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- investment advisory and management fees. Lower values are better. From Line 2i(3), Schedule H. The total fees paid (or in the case of accrual basis plans, costs incurred during the plan year but not paid as of the end of the plan year) to an individual, partnership or corporation (or other person) for advice to the plan relating to its investment portfolio. These may include fees paid to manage the plan’s investments, fees for specific advice on a particular investment, and fees for the evaluation for the plan’s investment performance. A missing entry from the Schedule H is here assigned a value of $0. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.