How big is Ideal Care's plan?

Ideal Care's plan reported $828K in assets and 43 participants for 2024.

Original filing (PDF)20250604130305NAL0019279424001

Ideal Care

Name: Ideal Care — Ideal Care 401(k) P/S Plan, Form 5500 (2024)
Creator: Ideal Care
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ideal Care 401(k) P/S Plan

401(k) retirement plan · Ideal Care's Ideal Care 401(k) P/S Plan held $828K in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$828K

Net assets (EOY)

$828K

People on this filing

Christina Grant signed Ideal Care's 2024 Form 5500 as plan administrator.

Christina Grant — 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

Ideal Care's EIN is 27-0857433.

EIN 27-0857433

Plan number 001

Plan year 2024

ACK ID 20250604130305NAL0019279424001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ideal Care'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 IDEAL CARE.

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Plan health score

Top-tier plan health

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

IDEAL CARE

EIN

all filings

Address

17980 HIGHLANDS RANCH TERRACE · POWAY, CA · 92064

Phone

(858) 337-4534

Industry

Health Care & Social Assistance

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

2025-06-04

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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