How big is Ideal Traits Inc.'s plan?

Ideal Traits Inc.'s plan reported $795K in assets and 26 participants for 2024.

Original filing (PDF)20250718094107NAL0002151056001

Ideal Traits Inc.

Name: Ideal Traits Inc. — Idealtraits Inc. 401(k) Plan, Form 5500 (2024)
Creator: Ideal Traits Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Idealtraits Inc. 401(k) Plan

401(k) retirement plan · Ideal Traits Inc.'s Idealtraits Inc. 401(k) Plan held $795K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$795K

Net assets (EOY)

$795K

People on this filing

Marcus Bowie signed Ideal Traits Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ideal Traits Inc.'s EIN is 45-4782364.

EIN 45-4782364

Plan number 001

Plan year 2024

ACK ID 20250718094107NAL0002151056001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ideal Traits Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ideal Traits Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 (92nd percentile).

Plan sponsor

Name

IDEAL TRAITS INC

EIN

all filings

Address

232 SOUTH BROADWAY STREET · LAKE ORION, MI · 48362

Phone

(248) 387-2717

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator