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Original filing (PDF)20251014103959NAL0003684576001
IDEAL IMPACT, INC.
Form 5500
FILING_RECEIVED
IDEAL IMPACT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
136
Accounts w/ balance
175
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.1M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDEAL IMPACT, INC..
Plan sponsor
Name
IDEAL IMPACT, INC.
EIN
26-4313362
Address
1245 SOUTH MAIN STREET · SUITE 140 · GRAPEVINE, TX · 76051
Phone
(214) 870-5611
Industry
Professional & Technical Servicessee all
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
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
JLKROSENBERGER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
20 direct securities· $4.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Inv Vanguard 0 | — | — | — | $673K | 16.1% | |
| Vanguard Total Stock Market Index Inv Vanguard 0 | — | — | — | $610K | 14.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $601K | 14.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $556K | 13.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $458K | 11.0% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $313K | 7.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $242K | 5.8% | |
| Vanguard Value Index Inv Vanguard 0 | — | — | — | $183K | 4.4% | |
| Vanguard Emerging Mkts Stock Idx Inv Vanguard 0 | — | — | — | $103K | 2.5% | |
| Vanguard Balanced Index Inv Vanguard 0 | — | — | — | $90K | 2.2% | |
| Vanguard Total Intl Stock Index Inv Vanguard 0 | — | — | — | $83K | 2.0% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $81K | 1.9% | |
| Vanguard Total Bond Market Index Inv Vanguard 0 | — | — | — | $49K | 1.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $36K | 0.9% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $28K | 0.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $19K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $12K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $2K | <0.1% |
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