Original filing (PDF)20240725133518NAL0014543905001

SECURE IDEAS, LLC

Name: SECURE IDEAS, LLC — SECURE IDEAS, LLC 401K PROFIT SHARING PLAN TRUST, Form 5500 (2023)
Creator: SECURE IDEAS, LLC

Form 5500-SF

FILING_RECEIVED

SECURE IDEAS, LLC 401K PROFIT SHARING PLAN TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SECURE IDEAS, LLC.

Plan sponsor

Name

SECURE IDEAS, LLC

EIN

27-3847803

Address

3412 KORI ROAD · JACKSONVILLE, FL · 32257

Phone

(866) 404-7837

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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