Back to filter
Original filing (PDF)20251015161300NAL0002613059001
IDEAL IMAGE DEVELOPMENT, LLC
Form 5500
FILING_RECEIVED
IDEAL IMAGE DEVELOPMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
~106 bps in Sched C fees
Active participants
1,282
Accounts w/ balance
1,889
Plan assets (EOY)
$28.4M
Net assets (EOY)
$28.1M
How this plan invests
This plan
12 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 106 bps in Schedule C fees — 265% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDEAL IMAGE DEVELOPMENT, LLC.
Plan sponsor
Name
IDEAL IMAGE DEVELOPMENT, LLC
EIN
20-4852227
Address
1 N DALE MABRY HWY · SUITE 1200 · TAMPA, FL · 33609
Phone
(813) 286-8100
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WAREN AVERETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $248K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $43K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Investments
12 pooled funds· $21.7M(76% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY TR AMERICAN FUNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $5.4M | 19.0% | |
| GREAT GRAY TR AMERICAN FUNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $5.0M | 17.7% | |
| GREAT GRAY TR AMERICAN FUNDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $3.6M | 12.7% | |
| GREAT GRAY TR AMERICAN FUNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 564 | Common Collective Trust | — | — | $2.4M | 8.6% | |
| AT GRAY TR AMERICAN FUNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.9M | 6.5% | |
| GREAT GRAY TR AMERICAN FUNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.4M | 4.9% | |
| GREAT GRAY TR AMERICAN FUNDS 2030 I GREAT GRAY · EIN 31-4126262 / PN 566 | Common Collective Trust | — | — | $1.1M | 3.7% | |
| GREAT GRAY TR AMERICAN FUNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $370K | 1.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $334K | 1.2% | |
| GREAT GRAY TR AMERICAN FUNDS 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $111K | 0.4% | |
| GREAT GRAY TR AMERICAN FUNDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $45K | 0.2% | |
| GREAT GRAY TR AMERICAN FUNDS 2010 I GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $15K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Other Services (ex. Public Admin) plans
NUTRISYSTEM INC.
WELLFUL, INC. 401(K) PLAN
$36.6M · 438 participants
HEALTHMARK INDUSTRIES COMPANY
HEALTHMARK 401(K) PLAN
$18.0M · 299 participants
PREMIER DENTAL PRODUCTS COMPANY
PREMIER DENTAL PRODUCTS COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN
$42.6M · 175 participants
HEALTHWORKS FITNESS CENTERS, INC
HEALTHWORKS 401(K) PROFIT SHARING PLAN
$10.9M · 175 participants
MITCHELLS SALON AND DAY SPA, INC.
MITCHELL'S SALON AND DAY SPA, INC. 401(K) PLAN
$10.3M · 273 participants
TROPIC
TROPIC 401(K) PLAN
$8.2M · 151 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants