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
66
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 IDEAL INSURANCE AGENCY, INC..
Plan sponsor
Name
IDEAL INSURANCE AGENCY, INC.
EIN
86-0462735
Address
14239 W BELL ROAD · SUITE 205 · SURPRISE, AZ · 85374
Phone
(602) 933-8263
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-10-09
Pension benefit codes
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
