How big is Idealist Consulting's plan?

Idealist Consulting's plan reported $1.5M in assets and 28 participants for 2024.

Original filing (PDF)20250730132936NAL0010465506001

Idealist Consulting

Name: Idealist Consulting — Idealist Consulting Retirement, Form 5500 (2024)
Creator: Idealist Consulting
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Idealist Consulting Retirement Plan

401(k) retirement plan · Idealist Consulting's Idealist Consulting Retirement Plan held $1.5M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Robert Jordan signed Idealist Consulting's 2024 Form 5500 as plan administrator.

Robert Jordan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Idealist Consulting's EIN is 20-8031753.

EIN 20-8031753

Plan number 001

Plan year 2024

ACK ID 20250730132936NAL0010465506001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Idealist Consulting from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Idealist Consulting's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IDEALIST CONSULTING.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score