How big is Ideal Charter Management LLC's plan?

Ideal Charter Management LLC's plan reported $171K in assets and 40 participants for 2024.

Original filing (PDF)20250722074541NAL0001105651001

Ideal Charter Management LLC

Name: Ideal Charter Management LLC — Ideal Charter, Form 5500 (2024)
Creator: Ideal Charter Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ideal Charter Management 401(k)

401(k) retirement plan · Ideal Charter Management LLC's Ideal Charter Management 401(k) held $171K in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$171K

Net assets (EOY)

$171K

People on this filing

Shirley Horner signed Ideal Charter Management LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Charter Management LLC's EIN is 47-2186756.

EIN 47-2186756

Plan number 001

Plan year 2024

ACK ID 20250722074541NAL0001105651001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ideal Charter Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CHARTER MANAGEMENT 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

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 (93rd percentile).

Plan sponsor

Name

IDEAL CHARTER MANAGEMENT LLC

EIN

all filings

Address

9982 ANDRESON AVENUE SUITE A · CHICAGO RIDGE, IL · 60415

Phone

(708) 570-4019

Industry

Transportation & Warehousing

Plan administrator