# Ideal Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ideal-industries-inc-401k-plan-001-8768

> Ideal Industries, INC.'s 401(k) plan: 483 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ideal Industries, INC.

- **Sponsor EIN:** 362048768

- **Sponsor Address:** 1375 PARK AVENUE, SYCAMORE, IL, 60178

- **Plan Type:** 401(k)

- **Total Participants:** 483

- **Total Assets:** $114.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|483|$114.6M|$1.7M|$3.9M|

| 2023|1,342|$105.7M|$3.1M|$6.7M|

| 2022|1,160|$133.5M|$3.3M|$6.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|NONE KNOWN|$40,534|—|$40,534|

| CAPFINANCIAL PARTNERS, LLC|NONE KNOWN|$35,000|—|$35,000|

| STRATEGIC ADVISORS|NONE KNOWN|$31,068|—|$31,068|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — NONE KNOWN

- [STRATEGIC ADVISORS](https://planprovider.pro/provider/creative-planning) — NONE KNOWN

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $106,602

- **Estimated Expense Ratio:** 0.093% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$106,602|$66,068|$40,534|—|—|

| 2023|$137,269|$72,631|$64,638|—|—|

| 2022|$190,961|$70,930|$120,031|—|—|

## Similar Plans

- [Ideal Industries, INC.](https://planprovider.pro/companies/ideal-industries-inc-plan-002) — 449 participants

- [Methode Electronics, INC.](https://planprovider.pro/companies/methode-electronics-inc-plan-002) — 378 participants

- [Schneider Electric Holdings, INC.](https://planprovider.pro/companies/schneider-electric-holdings-inc-plan-004) — 371 participants

- [Julian Electric INC](https://planprovider.pro/companies/julian-electric-inc-401k-plan) — 367 participants

- [Molex LLC](https://planprovider.pro/companies/molex-llc-plan-002) — 617 participants

- [Watchfire Signs LLC](https://planprovider.pro/companies/watchfire-signs-llc-401k-plan-001) — 343 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ideal-industries-inc-401k-plan-001-8768)

© 2026 PlanProvider.Pro