How big is IDS International Group LLC's plan?

IDS International Group LLC's plan reported $9.1M in assets and 388 participants for 2024.

Original filing (PDF)20251015063452NAL0005504944001

IDS International Group LLC

Name: IDS International Group LLC — IDS International, Form 5500 (2024)
Creator: IDS International Group LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

IDS International 401(k) Plan

401(k) retirement plan · IDS International Group LLC's IDS International 401(k) Plan held $9.1M in plan assets for 388 participants in 2024, with Insperity Retirement Services as recordkeeper.

Active participants

388

Accounts w/ balance

311

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

People on this filing

Holly Turner-White signed IDS International Group LLC's 2024 Form 5500 as plan administrator.

Holly Turner-White — 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

IDS International Group LLC's EIN is 85-3689990.

EIN 85-3689990

Plan number 001

Plan year 2024

ACK ID 20251015063452NAL0005504944001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

IDS International Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (85th percentile).

Plan sponsor

Name

IDS INTERNATIONAL GROUP LLC

EIN

all filings

Address

2500 WILSON BLVD STE 200 · ARLINGTON, VA · 22201

Phone

(703) 835-9340

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

2025-10-15

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
INSPERITY RETIREMENT SERVICES	—	—	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES	—	—	INVESTMENT ADVISOR	$4K	—

Investments

30 direct securities· $9.1M(100% of reported assets)

Mutual Funds

$6.5M

16 holdings

Common Collective Trusts

$1.6M

5 holdings

Other securities

$900K

8 holdings

Bonds / Notes

$84K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund Shares	Common Collective Trusts	—	—	$1.3M	14.0%
American Funds 2045 Target Date Retirement Mutual Fund Shares	Mutual Funds	—	—	$1.0M	11.3%
American Funds 2030 Target Date Retirement Mutual Fund Shares	Mutual Funds	—	—	$1.0M	11.3%
American Funds 2050 Target Date Retirement Mutual Fund Shares	Mutual Funds	—	—	$970K	10.7%
American Funds 2025 Target Date Retirement Mutual Fund Shares	Mutual Funds	—	—	$742K	8.2%
American Funds 2040 Target Date Retirement Mutual Fund Shares	Mutual Funds	—	—	$557K	6.1%
T. Rowe Price Growth Stock Fund Mutual Fund Shares	Other securities	—	—	$537K	5.9%
American Funds 2055 Target Date Retirement Mutual Fund Shares	Mutual Funds	—	—	$425K	4.7%
American Funds 2035 Target Date Retirement Mutual Fund Shares	Mutual Funds	—	—	$377K	4.1%
American Funds 2010 Target Date Retirement Mutual Fund Shares	Mutual Funds	—	—	$324K	3.6%
American Funds 2020 Target Date Retirement Mutual Fund Shares	Mutual Funds	—	—	$320K	3.5%
Fidelity Extended Market Index Fund Mutual Fund Shares	Common Collective Trusts	—	—	$263K	2.9%
Vanguard Explorer Fund Admiral Mutual Fund Shares	Mutual Funds	—	—	$199K	2.2%
Vanguard Federal Money Market Fund Money Market	Mutual Funds	—	—	$145K	1.6%
American Funds EuroPacific Growth Fund Mutual Fund Shares	Mutual Funds	—	—	$138K	1.5%
JPMorgan Small Cap Value Fund Mutual Fund Shares	Other securities	—	—	$131K	1.4%
American Funds New World Fund Class Mutual Fund Shares	Mutual Funds	—	—	$103K	1.1%
Notes Receivable from Participants 6.50-9.50%, maturities through May, 2029 -0-	Bonds / Notes	—	—	$84K	0.9%
JPMorgan Equity Income Fund Mutual Fund Shares	Other securities	—	—	$57K	0.6%
Principal Global Real Estate Securities Fund Mutual Fund Shares	Other securities	—	—	$51K	0.6%
American Funds 2015 Target Date Retirement Mutual Fund Shares	Mutual Funds	—	—	$51K	0.6%
American Beacon International Equity Fund Mutual Fund Shares	Other securities	—	—	$50K	0.5%
BlackRock High Yield Portfolio Class K Mutual Fund Shares	Other securities	—	—	$40K	0.4%
American Funds 2060 Target Date Retirement Mutual Fund Shares	Mutual Funds	—	—	$38K	0.4%
Fidelity U.S. Bond Index Fund Mutual Fund Shares	Common Collective Trusts	—	—	$34K	0.4%
AB Global Bond Fund Class Z Mutual Fund Shares	Other securities	—	—	$32K	0.4%
American Funds 2065 Target Date Retirement Mutual Fund Shares	Mutual Funds	—	—	$30K	0.3%
Fidelity Global ex U.S. Index Fund Mutual Fund Shares	Common Collective Trusts	—	—	$24K	0.3%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund Shares	Common Collective Trusts	—	—	$7K	<0.1%
PGIM Total Return Bond Fund -Class Mutual Fund Shares	Other securities	—	—	$3K	<0.1%