How big is Profitable Ideas Exchange's plan?

Profitable Ideas Exchange's plan reported $6.3M in assets and 49 participants for 2025.

Original filing (PDF)20260504212607NAL0000287681001

Profitable Ideas Exchange

Name: Profitable Ideas Exchange — Profitable Ideas, Form 5500 (2025)
Creator: Profitable Ideas Exchange
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Profitable Ideas Exchange 401(k) Plan

401(k) retirement plan · Profitable Ideas Exchange's Profitable Ideas Exchange 401(k) Plan held $6.3M in plan assets for 49 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Heather Stewart signed Profitable Ideas Exchange's 2025 Form 5500 as plan administrator.

Heather Stewart — 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

Profitable Ideas Exchange's EIN is 81-0543156.

EIN 81-0543156

Plan number 001

Plan year 2025

ACK ID 20260504212607NAL0000287681001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Profitable Ideas Exchange from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Profitable Ideas Exchange'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 PROFITABLE IDEAS EXCHANGE.

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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