Back to filter
Original filing (PDF)20250530155445NAL0015723424001
IDESIGNEDU, LLC
Form 5500-SF
FILING_RECEIVED
IDESIGN 401(K) PLAN
401(k) retirement plan
Active participants
40
Accounts w/ balance
32
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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 IDESIGNEDU, LLC.
Plan sponsor
Name
IDESIGNEDU, LLC
EIN
46-2579765
Address
4514 COLE AVE, SUITE 250 · DALLAS, TX · 752055412
Phone
(800) 581-5418
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-30
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)
3C · Not intended to be qualified
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 Educational Services plans
THE ASTRONAUTS MEMORIAL FOUNDATION
THE ASTRONAUTS MEMORIAL FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN
$1.7M · 8 participants
PACIFICA CHRISTIAN HIGH SCHOOL-ORANGE COUNTY, INC.
PACIFICA CHRISTIAN HIGH SCHOOL-ORANGE COUNTY, INC. RETIREMENT PLAN
$1.7M · 61 participants
BRIGHTMONT, INC.
BRIGHTMONT, INC. RETIREMENT TRUST
$1.8M · 122 participants
JUNIOR ACHIEVEMENT OF ARIZONA, INC.
JUNIOR ACHIEVEMENT OF ARIZONA, INC. MONEY PURCHASE PLAN
$1.7M · 22 participants
INDIANAPOLIS MARION COUNTY PUBLIC LIBRARY FOUNDATION INC
INDIANAPOLIS MARION COUNTY PUBLIC LIBRARY FOUNDATION INC 403B PLAN
$1.7M · 7 participants
THE DAN MARINO FOUNDATION INC
THE DAN MARINO FOUNDATION INC 401(K) PLAN
$1.7M · 11 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants