· 2022–2024 · DOL EFAST2

The IDEA Collective, LLC — IC Bennies, Form 5500 (2025)

Original filing (PDF)20260508133848NAL0004055457001

The IDEA Collective, LLC

Form 5500-SF

FILING_RECEIVED

IC Bennies

401(k) retirement plan · The IDEA Collective, LLC's IC Bennies held $27K in plan assets for 81 participants in 2025.

Active participants

81

Accounts w/ balance

64

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

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

28

Vendor & structure

100

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE IDEA COLLECTIVE, LLC.

Plan sponsor

Name

THE IDEA COLLECTIVE, LLC

EIN

Address

607 E 3RD ST. · DAYTON, OH · 45402

Phone

(812) 325-9121

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-09-01

Tax period

2025-12-31

Filed

2026-05-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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