Ideal Industries, Inc.'s EIN is 36-2048768.
Download the official 2024 Form 5500 (PDF) for Ideal Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ideal Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE KNOWN | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 04-2654524 | — | NONE KNOWN | $31K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Spartan 500 Index Institutional Fund | Common Collective Trusts | — | — | $21.6M | 18.8% | |
| Blue Chip Growth K6 Fund | Other securities | — | — | $14.5M | 12.7% | |
| Fidelity Investments** Balanced Fund | Mutual Funds | — | — | $11.0M | 9.6% | |
| Target Retirement 2030 Fund | Other securities | — | — | $6.5M | 5.7% | |
| Fidelity Investments** Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $5.5M | 4.8% | |
| Target Retirement 2040 Fund | Other securities | — | — | $5.2M | 4.5% | |
| Target Retirement 2035 Fund | Other securities | — | — | $5.0M | 4.4% | |
| Spartan Extended Market Index Fund | Common Collective Trusts | — | — | $4.9M | 4.3% | |
| Target Retirement 2025 Fund | Other securities | — | — | $4.8M | 4.2% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $4.4M | 3.8% | |
| American Funds Washington Mutual Investors Fund R6 | Mutual Funds | — | — | $4.3M | 3.8% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $4.2M | 3.7% | |
| Target Retirement 2045 Fund | Other securities | — | — | $3.2M | 2.7% | |
| American Funds American Funds New Perspective Fund Class R6 | Mutual Funds | — | — | $2.5M | 2.1% | |
| Small Cap Growth K6 Fund | Other securities | — | — | $2.4M | 2.1% | |
| Target Retirement 2050 Fund | Other securities | — | — | $2.3M | 2.0% | |
| Spartan International Index Fund | Common Collective Trusts | — | — | $2.1M | 1.9% | |
| Diversified International K6 Fund | Other securities | — | — | $1.9M | 1.7% | |
| Target Retirement 2055 Fund | Other securities | — | — | $1.5M | 1.3% | |
| Target Retirement 2020 Fund | Other securities | — | — | $1.4M | 1.3% | |
| American Beacon Funds Small Cap Value Institutional Fund | Other securities | — | — | $1.1M | 1.0% | |
| Emerging Market Index Fund | Common Collective Trusts | — | — | $1.0M | 0.9% | |
| Target Retirement 2060 Fund | Other securities | — | — | $1.0M | 0.9% | |
| Participants** Notes receivable from participants with interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $929K | 0.8% | |
| Target Retirement Income Fund | Other securities | — | — | $662K | 0.6% | |
| Target Retirement 2065 Fund | Other securities | — | — | $465K | 0.4% | |
| PRINCIPAL DIVERSIFIED REAL ASST CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $63K | <0.1% | |
| Target Retirement 2070 Fund | Other securities | — | — | $11K | <0.1% | |
| ARTISAN MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE KNOWN | $35K | — |
