Back to filter
Original filing (PDF)20250729103236NAL0004429936001
IDEAL INDUSTRIES, INC
Form 5500-SF
FILING_RECEIVED
IDEAL INDUSTRIES 401(K) PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
53
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDEAL INDUSTRIES, INC.
Plan sponsor
Name
IDEAL INDUSTRIES, INC
EIN
42-1135004
Address
1705 W E ST · VINTON, IA · 523492516
Phone
(319) 283-7147
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
LIFETIME ASSET MANAGEMENT, LLC
LIFETIME ASSET MANAGEMENT RETIREMENT PLAN
$2.3M · 23 participants
SOUTHAM JOINT VENTURE
SJV PROFIT SHARING PLAN
$2.3M · 10 participants
RIVERVIEW ANIMAL CLINIC, P.C.
RIVERVIEW ANIMAL CLINIC, P. C. 401(K) PLAN
$2.3M · 23 participants
KNIGHT FARMS
KNIGHT FARMS 401K PLAN
$2.3M · 53 participants
MCAFEE HEATING AND AIR CONDITIONING
MCAFEE HEATING AND AIR CONDITIONING 401(K) PLAN
$2.3M · 34 participants
PATENT PORTFOLIO BUILDERS (P.P.B.)
PATENT PORTFOLIO BUILDERS (P.P.B) PLLC 401(K) PLAN
$2.3M · 14 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B