# Ideal Option PLLC 401(k) Plan
Source: https://planprovider.pro/companies/ideal-option-pllc-401k-plan

> Ideal Option PLLC's 401(k) plan: 707 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ideal Option PLLC

- **Sponsor EIN:** 455513274

- **Sponsor Address:** 5615 DUNBARTON AVE, PASCO, WA, 99301

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

- **Total Participants:** 707

- **Total Assets:** $10.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|707|$10.7M|$181,549|$1.6M|

| 2023|654|$9.2M|$178,740|$1.6M|

| 2022|623|$7.0M|$156,655|$1.5M|

## 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|

| LPL FINANCIAL LLC - RPCP|ADVISOR|$49,915|—|$49,915|

| NATIONWIDE|RECORDKEEPER|$30,348|—|$30,348|

| ANASTASI MOORE MARTIN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL LLC - RPCP](https://planprovider.pro/provider/equitable) — ADVISOR

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — RECORDKEEPER

- [ANASTASI MOORE MARTIN](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $80,263

- **Estimated Expense Ratio:** 0.750% 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|$55,770|—|—|—|—|

| 2023|$85,842|$53,017|$4,375|—|—|

| 2022|$68,048|—|—|—|$68,048|

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