How big is Ideal3's plan?

Ideal3's plan reported $2.3M in assets and 78 participants for 2024.

Original filing (PDF)20250715070606NAL0001823937001

Ideal3

Name: Ideal3 — Ideal3 401(k) & Profit Sharing Plan, Form 5500 (2024)
Creator: Ideal3
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ideal3 401(k) & Profit Sharing Plan

401(k) retirement plan · Ideal3's Ideal3 401(k) & Profit Sharing Plan held $2.3M in plan assets for 78 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Shirley Horner signed Ideal3'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

Ideal3's EIN is 81-0880812.

EIN 81-0880812

Plan number 001

Plan year 2024

ACK ID 20250715070606NAL0001823937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ideal3 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ideal3'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 IDEAL3.

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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

Helping the score

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

Plan sponsor

Name

IDEAL3

EIN

all filings

Address

7499 WALNUT GROVE LANE NORTH · MAPLE GROVE, MN · 55311

Phone

(612) 916-4351

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

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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