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Original filing (PDF)20250715152116NAL0004957618001
IKEA NORTH AMERICA SERVICES, LLC
Form 5500
FILING_RECEIVED
TACK
Defined-contribution retirement plan
Signals · 1
1 failed disclosure
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
17 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IKEA NORTH AMERICA SERVICES, LLC.
Plan sponsor
Name
IKEA NORTH AMERICA SERVICES, LLC
EIN
23-3005722
Address
420 ALAN WOOD ROAD · CONSHOHOCKEN, PA · 19428
Phone
(610) 834-0180
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-09-01
Tax period
2024-09-04
Filed
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$4K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
17 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FID FRDM BLND 2055 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | $0 | — |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | $0 | — |
| FID FRDM BLND 2035 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | $0 | — |
| FID FRDM BLND 2045 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | $0 | — |
| SP GLB EXUS IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 005 | Common Collective Trust | $0 | — |
| FID FRDM BLND 2020 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | $0 | — |
| FID FRDM BLEND INC S FIAM TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | $0 | — |
| FID FRDM BLND 2065 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | $0 | — |
| FID FRDM BLND 2010 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | $0 | — |
| FID FRDM BLND 2040 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | $0 | — |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | $0 | — |
| FID FRDM BLND 2030 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | $0 | — |
| FID FRDM BLND 2050 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | $0 | — |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | $0 | — |
| FID FRDM BLND 2060 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | $0 | — |
| FID FRDM BLND 2015 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | $0 | — |
| FID FRDM BLND 2025 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | $0 | — |