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Original filing (PDF)20251015063452NAL0005504944001
IDS INTERNATIONAL GROUP LLC
Form 5500
FILING_RECEIVED
IDS INTERNATIONAL 401(K) PLAN
401(k) retirement plan
Active participants
388
Accounts w/ balance
311
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDS INTERNATIONAL GROUP LLC.
Plan sponsor
Name
IDS INTERNATIONAL GROUP LLC
EIN
85-3689990
Address
2500 WILSON BLVD STE 200 · ARLINGTON, VA · 22201
Phone
(703) 835-9340
Industry
Professional & Technical Servicessee all
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PBMARES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | — | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES | — | — | INVESTMENT ADVISOR | $4K | — |
Investments
30 direct securities· $9.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund Shares | — | — | — | $1.3M | 14.0% | |
| American Funds 2045 Target Date Retirement Mutual Fund Shares | — | — | — | $1.0M | 11.3% | |
| American Funds 2030 Target Date Retirement Mutual Fund Shares | — | — | — | $1.0M | 11.3% | |
| American Funds 2050 Target Date Retirement Mutual Fund Shares | — | — | — | $970K | 10.7% | |
| American Funds 2025 Target Date Retirement Mutual Fund Shares | — | — | — | $742K | 8.2% | |
| American Funds 2040 Target Date Retirement Mutual Fund Shares | — | — | — | $557K | 6.1% | |
| T. Rowe Price Growth Stock Fund Mutual Fund Shares | — | — | — | $537K | 5.9% | |
| American Funds 2055 Target Date Retirement Mutual Fund Shares | — | — | — | $425K | 4.7% | |
| American Funds 2035 Target Date Retirement Mutual Fund Shares | — | — | — | $377K | 4.1% | |
| American Funds 2010 Target Date Retirement Mutual Fund Shares | — | — | — | $324K | 3.6% | |
| American Funds 2020 Target Date Retirement Mutual Fund Shares | — | — | — | $320K | 3.5% | |
| Fidelity Extended Market Index Fund Mutual Fund Shares | — | — | — | $263K | 2.9% | |
| Vanguard Explorer Fund Admiral Mutual Fund Shares | — | — | — | $199K | 2.2% | |
| Vanguard Federal Money Market Fund Money Market | — | — | — | $145K | 1.6% | |
| American Funds EuroPacific Growth Fund Mutual Fund Shares | — | — | — | $138K | 1.5% | |
| JPMorgan Small Cap Value Fund Mutual Fund Shares | — | — | — | $131K | 1.4% | |
| American Funds New World Fund Class Mutual Fund Shares | — | — | — | $103K | 1.1% | |
| Notes Receivable from Participants 6.50-9.50%, maturities through May, 2029 -0- | — | — | — | $84K | 0.9% | |
| JPMorgan Equity Income Fund Mutual Fund Shares | — | — | — | $57K | 0.6% | |
| Principal Global Real Estate Securities Fund Mutual Fund Shares | — | — | — | $51K | 0.6% | |
| American Funds 2015 Target Date Retirement Mutual Fund Shares | — | — | — | $51K | 0.6% | |
| American Beacon International Equity Fund Mutual Fund Shares | — | — | — | $50K | 0.5% | |
| BlackRock High Yield Portfolio Class K Mutual Fund Shares | — | — | — | $40K | 0.4% | |
| American Funds 2060 Target Date Retirement Mutual Fund Shares | — | — | — | $38K | 0.4% | |
| Fidelity U.S. Bond Index Fund Mutual Fund Shares | — | — | — | $34K | 0.4% | |
| AB Global Bond Fund Class Z Mutual Fund Shares | — | — | — | $32K | 0.4% | |
| American Funds 2065 Target Date Retirement Mutual Fund Shares | — | — | — | $30K | 0.3% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund Shares | — | — | — | $24K | 0.3% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund Shares | — | — | — | $7K | <0.1% | |
| PGIM Total Return Bond Fund -Class Mutual Fund Shares | — | — | — | $3K | <0.1% |
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