How big is Itasca Life Options' plan?

Itasca Life Options' plan reported $481K in assets and 18 participants for 2024.

Original filing (PDF)20250630162956NAL0011397089001

Itasca Life Options

Name: Itasca Life Options — Itasca Life Options 401(k), Form 5500 (2024)
Creator: Itasca Life Options
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Itasca Life Options 401(k) Plan

401(k) retirement plan · Itasca Life Options' Itasca Life Options 401(k) Plan held $481K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$481K

Net assets (EOY)

$481K

Plan identifiers

Itasca Life Options' EIN is 41-0907640.

EIN 41-0907640

Plan number 001

Plan year 2024

ACK ID 20250630162956NAL0011397089001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Itasca Life Options' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ITASCA LIFE OPTIONS.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

ITASCA LIFE OPTIONS

EIN

all filings

Address

421 SE 13TH ST · GRAND RAPIDS, MN · 55744

Phone

(218) 327-1138

Industry

Health Care & Social Assistance

Plan administrator