Plan Snapshot
- Plan Sponsor: Ideastream
- Sponsor EIN: 341943865
- Sponsor Address: 1375 EUCLID AVE., CLEVELAND, OH, 44115
- Plan Type: 403(b)
- Total Participants: 132
- Total Assets: $28.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 132 | $28.3M | $513,163 | $809,693 |
| 2023 | 135 | $26.3M | $473,154 | $722,884 |
| 2022 | 108 | $24.2M | $423,037 | $664,981 |
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 |
|---|---|---|---|---|
| MALONEY & NOVOTNY, LLC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY & NOVOTNY, LLC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $33,505 | — | $33,505 | — | — |
| 2023 | $27,641 | — | $27,641 | — | — |
| 2022 | $25,134 | — | $25,134 | — | — |