Original filing (PDF)20250605140529NAL0033384402001

I3 PRODUCT DEVELOPMENT INC.

Name: I3 PRODUCT DEVELOPMENT INC. — I3 PRODUCT DEVELOPMENT INC. 401K PLAN, Form 5500 (2024)
Creator: I3 PRODUCT DEVELOPMENT INC.

Form 5500-SF

FILING_RECEIVED

I3 PRODUCT DEVELOPMENT INC. 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 5.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for I3 PRODUCT DEVELOPMENT INC..

Plan sponsor

Name

I3 PRODUCT DEVELOPMENT INC.

EIN

39-1836789

Address

EDWARD RALEIGH · 1869 HAYNES DRIVE · SUN PRAIRIE, WI · 535903903

Phone

(608) 825-4700

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

2024-02-01

Filed

2025-06-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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