How big is Ideaon's plan?

Ideaon's plan reported $11K in assets and 16 participants for 2024.

Original filing (PDF)20250908095916NAL0019297137001

Ideaon

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

Form 5500-SF

FILING_RECEIVED

Ideaon 401(k) Plan

401(k) retirement plan · Ideaon's Ideaon 401(k) Plan held $11K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

Plan identifiers

Ideaon's EIN is 76-0710360.

EIN 76-0710360

Plan number 001

Plan year 2024

ACK ID 20250908095916NAL0019297137001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ideaon's plan includes 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 IDEAON.

Finding similar companies…

Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

IDEAON

EIN

all filings

Address

1855 GATEWAY BOULEVARD · SUITE 170 · CONCORD, CA · 94520

Phone

(925) 270-0007

Industry

Professional & Technical Services

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

2025-09-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Professional & Technical Services plans

Data 4726 LLC

Data 4726 LLC 401(k) Profit Sharing Plan & Trust

$11K · 4 participants

Clearion Software LLC

Clearion Software LLC GCF Benefit Plan

$12K · 7 participants

Spire Inc.

Spire 401(k) Plan

$11K

CGF Counselgroupfrankfurt, LLC

CGF Counselgroupfrankfurt, LLC 401(k) Plan

$12K · 4 participants

Verisi LLC

Verisi LLC 401(k) Plan

$11K · 2 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.