# Ideal Industries, INC. DB Plan
Source: https://planprovider.pro/companies/ideal-industries-inc-plan-002

> Ideal Industries, INC.'s DB plan: 449 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:** DB

- **Total Participants:** 449

- **Total Assets:** $45.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|449|$45.2M|$2.0M|$0|

| 2023|433|$47.1M|$5.0M|$0|

| 2022|1,100|$41.2M|$6.5M|$0|

## 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|

| WILLIS TOWERS WATSON US LLC|NONE KNOWN|$616,353|—|$616,353|

| CAPFINANCIAL PARTNERS, LLC|NONE KNOWN|$61,250|—|$61,250|

| U.S. BANK NATIONAL ASSOCIATION|NONE KNOWN|$23,976|—|$23,976|

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

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE KNOWN

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — 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:** $701,579

- **Estimated Expense Ratio:** 1.553% 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|$1,155,317|$61,250|—|—|—|

| 2023|$1,542,593|$8,750|—|—|—|

| 2022|$450,099|$35,000|—|—|$20,139|

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