How big is IKEA North America Services, LLC's plan?

IKEA North America Services, LLC's plan reported $31.4M in assets and 328 participants for 2024.

Original filing (PDF)20251003194108NAL0001691137001

IKEA North America Services, LLC

Name: IKEA North America Services, LLC — Taskrabbit 401(k), Form 5500 (2024)
Creator: IKEA North America Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Taskrabbit 401(k) Plan

401(k) retirement plan · IKEA North America Services, LLC's Taskrabbit 401(k) Plan held $31.4M in plan assets for 328 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

328

Accounts w/ balance

431

Plan assets (EOY)

$31.4M

Net assets (EOY)

$31.4M

People on this filing

AMY Zhang signed IKEA North America Services, LLC's 2024 Form 5500 as plan administrator.

AMY Zhang — 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

IKEA North America Services, LLC's EIN is 26-3350055.

EIN 26-3350055

Plan number 001

Plan year 2024

ACK ID 20251003194108NAL0001691137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IKEA North America Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IKEA North America Services, LLC'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 IKEA NORTH AMERICA SERVICES, LLC.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1427K (19% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

IKEA NORTH AMERICA SERVICES, LLC

EIN

all filings

Address

237 KEARNY STREET · #9003 · SAN FRANCISCO, CA · 94108

Phone

(844) 300-8275

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WORLD INVESTMENT ADVISORS LLC	61-1758632	—	ADVISOR	$64K	—
STRATEGIC ADVISORS, INC.

Investments

32 direct securities· $31.2M(99% of reported assets)

Mutual Funds

$18.7M

20 holdings

Common Collective Trusts

$11.4M

7 holdings

Other securities

$947K

4 holdings

Common Stocks

$46K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$6.8M	21.7%
Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$5.3M	16.7%
Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$4.0M	12.7%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.5M	7.8%
Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$2.2M	7.1%
Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$2.1M	6.7%
Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$1.3M	4.2%
Dodge & Cox Stock Fund Mutual Fund	Mutual Funds	—	—	$1.0M	3.3%
Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$891K	2.8%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$713K	2.3%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$688K	2.2%
Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$586K	1.9%
Voya Intermediate Bond Fund Class R6 Mutual Fund	Other securities	—	—	$567K	1.8%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$336K	1.1%
American Funds New Perspective Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$323K	1.0%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$307K	1.0%
DFA U.S. Targeted Value Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$185K	0.6%
Fidelity Government Money Market Fund Money Market Fund	Mutual Funds	—	—	$174K	0.6%
JPMorgan International Equity Fund Class R6 Mutual Fund	Other securities	—	—	$169K	0.5%
Janus Henderson Triton Fund Class N Mutual Fund	Mutual Funds	—	—	$143K	0.5%
Carillon Eagle Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$134K	0.4%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$127K	0.4%
PIMCO Real Return Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$125K	0.4%
Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$111K	0.4%
Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$93K	0.3%
American Century Mid Cap Value Fund R6 Class Mutual Fund	Other securities	—	—	$78K	0.2%
Fidelity Freedom Index Income Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$67K	0.2%
Franklin Utilities Fund Class R6 Mutual Fund	Mutual Funds	—	—	$55K	0.2%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund	Common Stocks	—	—	$46K	0.1%
Fidelity Freedom Index 2020 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$28K	<0.1%
Fidelity Freedom Index 2015 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$20K	<0.1%
Fidelity Freedom Index 2010 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$5K	<0.1%