How big is Ideal Source LLC's plan?

Ideal Source LLC's plan reported $29K in assets and 2 participants for 2023.

Original filing (PDF)20240627150226NAL0021795138001

Ideal Source LLC

Name: Ideal Source LLC — Ideal Source LLC 401(k) Profit, Form 5500 (2023)
Creator: Ideal Source LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ideal Source LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Ideal Source LLC's Ideal Source LLC 401(k) Profit Sharing Plan and Trust held $29K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

People on this filing

Robert Herrera signed Ideal Source LLC's 2023 Form 5500 as plan administrator.

Robert Herrera — 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 Source LLC's EIN is 46-1247196.

EIN 46-1247196

Plan number 001

Plan year 2023

ACK ID 20240627150226NAL0021795138001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ideal Source LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IDEAL SOURCE LLC.

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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

Knocking points off