How big is Ideal Retirement Solutions, LLC's plan?

Ideal Retirement Solutions, LLC's plan reported $264K in assets and 4 participants for 2024.

Original filing (PDF)20250912093044NAL0000846225001

Ideal Retirement Solutions, LLC

Name: Ideal Retirement Solutions, LLC — Ideal Retirement, Form 5500 (2024)
Creator: Ideal Retirement Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ideal Retirement Solutions, LLC 401(k) Plan & Trust

401(k) retirement plan · Ideal Retirement Solutions, LLC's Ideal Retirement Solutions, LLC 401(k) Plan & Trust held $264K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$264K

Net assets (EOY)

$264K

People on this filing

Corey CYR signed Ideal Retirement Solutions, LLC's 2024 Form 5500 as plan administrator.

Corey CYR — 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

Ideal Retirement Solutions, LLC's EIN is 84-2131271.

EIN 84-2131271

Plan number 001

Plan year 2024

ACK ID 20250912093044NAL0000846225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ideal Retirement Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ideal Retirement Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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