# Ideal Innovations Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/ideal-innovations-incorporated-401k-plan

> Ideal Innovations Incorporated's 401(k) plan: 181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ideal Innovations Incorporated

- **Sponsor EIN:** 383391089

- **Sponsor Address:** 4401 WILSON BLVD., ARLINGTON, VA, 22203

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

- **Total Participants:** 181

- **Total Assets:** $26.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|181|$26.1M|$272,132|$1.0M|

| 2023|152|$22.9M|$259,342|$973,234|

| 2022|149|$19.4M|$263,213|$952,629|

## 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|RECORDKEEPER|$34,419|—|$34,419|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$18,000|—|$18,000|

| SC&H ATTEST SERVICES, P.C.|ACCOUNTANT/AUDITOR|$16,000|—|$16,000|

### 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) — RECORDKEEPER

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [SC&H ATTEST SERVICES, P.C.](https://planprovider.pro/provider/scandh-attest-services-pc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,419

- **Estimated Expense Ratio:** 0.262% 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|$68,419|$18,000|—|$16,000|—|

| 2023|$60,632|$18,000|—|$14,850|—|

| 2022|$61,852|—|—|—|—|

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