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Sponsor portfolio

IDEA HALL

EIN 20-0508079-marketing and advertising-Latest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
52
611 ANTON BLVD., SUITE 140 - COSTA MESA, CA 92626714-436-0855ideahall.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$3.2M - 37 part#002CashBalance-$1.7M - 15 part

Retirement portfolio analytics

2 plans aggregated / $4.9M assets / 52 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PROFIT SHARING PLAN (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $4.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)37
  • CASH BALANCE PLAN (#002)15
Total 52Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

IDEA HALL 401(K) PROFIT SHARING PLAN

401k

Assets$3.2M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

IDEA HALL CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001IDEA HALL 401(K) PROFIT SHARING PLAN401k$3.2M372024
002IDEA HALL CASH BALANCE PLANCashBalance$1.7M152024
Retirement plans
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