Original filing (PDF)20251007142130NAL0004711425001

THE IDEA SOURCE, INC.

Name: THE IDEA SOURCE, INC. — THE IDEA SOURCE 401(K) PLAN, Form 5500 (2024)
Creator: THE IDEA SOURCE, INC.

Form 5500-SF

FILING_RECEIVED

THE IDEA SOURCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE IDEA SOURCE, INC..

Plan sponsor

Name

THE IDEA SOURCE, INC.

EIN

76-0414075

Address

3315 EULA MORGAN · KATY, TX · 774934847

Phone

(281) 391-7300

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-06-25

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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