Back to filter
Original filing (PDF)20251006110056NAL0002004787001
IGNITE TEAM PARTNERS, LLC
Form 5500
FILING_RECEIVED
IGNITE MEDICAL RESORTS EMPLOYEE 401(K) PLAN
401(k) retirement plan
Signals · 2
38% in single holdingNo recordkeeper disclosed
Active participants
2,834
Accounts w/ balance
3,963
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
How this plan invests
This plan
16 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: SEPARATE ACCOUNT (no filing on disk)]" is 38% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IGNITE TEAM PARTNERS, LLC.
Plan sponsor
Name
IGNITE TEAM PARTNERS, LLC
EIN
82-3928071
Address
1550 NORTH NORTHWEST HWY. · SUITE 430 · PARK RIDGE, IL · 60068
Phone
(847) 647-6400
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
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
CASSELL PLAN AUDITS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLD CO LLC | 43-1270780 | SANIT LOUIS, MO | THIRD PARTY ADMINISTRATO | $5K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOKIN INVESTMENT ADVISORS LLC | 20-5320732 | NORTHBROOK, IL | SERVICE PROVIDER | $0 | — |
| VOYA | 71-0294708 | OVERLAND PARK, KS | SERVICES PROVIDER | $0 | — |
Investments
3 direct securities · 16 pooled funds· $13.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$7.9M
15 holdings
Pooled Separate Account
$4.8M
1 holding
Uncategorized
$732K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUNITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.8M | 36.6% | |
| MYCOMPASS IND MOD 2035 FD R WILMINGTON TRUST, N.A · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $1.7M | 12.7% | |
| MYCOMPASS IND MOD 2045 FD R WILMINGTON TRUST, N.A · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $1.6M | 12.5% | |
| MYCOMPASS IND MOD 2055 FD R WILMINGTON TRUST, N. · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $1.3M | 9.8% | |
| MYCOMPASS IND CNS 2045 F R WILMINGTON TRUST, N.A · EIN 38-4097339 / PN 485 | Common Collective Trust | — | — | $733K | 5.6% | |
| MYCOMPASS IND CNS 2055 F R WILMINGTON TRUST, N.A · EIN 38-4097340 / PN 486 | Common Collective Trust | — | — | $527K | 4.0% | |
| [DFE: MYCOMPASS INDEX MODERATE RETIREMENT FUND (extraction pending)] | — | — | — | $513K | 3.9% | |
| MYCOMPASS IND MOD RET FD R WILMINGTON TRUST, N. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $513K | 3.9% | |
| MYCOMPASS IND MOD 2065 FD R WILMINGTON TRUST, N. · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $465K | 3.5% | |
| MYCOMPASS IND CNS 2035 F R WILMINGTON TRUST, N.A · EIN 38-4097338 / PN 484 | Common Collective Trust | — | — | $421K | 3.2% | |
| [DFE: MYCOMPASS INDEX CONSERVATIVE RETIREMENT FUND (extraction pending)] | — | — | — | $218K | 1.7% | |
| MYCOMPASS IND CNS RET FD R WILMINGTON TRUST, N.A · EIN 38-4097336 / PN 482 | Common Collective Trust | — | — | $218K | 1.7% | |
| MYCOMPASS IND AGG 2045 FD R WILMINGTON TRUST, N.A. · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $204K | 1.6% | |
| MYCOMPASS IND CNS 2065 F R WILMINGTON TRUST, N.A · EIN 38-7271386 / PN 767 | Common Collective Trust | — | — | $183K | 1.4% | |
| MYCOMPASS IND AGG 2065 FD R WILMINGTON TRUST, N.A · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $10K | <0.1% | |
| MYCOMPASS IND AGG 2055 FD R WILMINGTON TRUST, N.A. · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $8K | <0.1% | |
| MYCOMPASS IND AGG 2035 FD R WILMINGTON TRUST, N.A. · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $4K | <0.1% | |
| [DFE: MYCOMPASS INDEX AGGRESSIVE RETIREMENT FUND (extraction pending)] | — | — | — | $1K | <0.1% | |
| MYCOMPASS IND AGG RET FD R WILMINGTON TRUST, N.A · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $1K | <0.1% |