Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IDEATION, INC.
EIN 54-2000837information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
19
12120 SUNSET HILLS ROAD, SUITE 510 - RESTON, VA 20190703-345-0010ideationinc.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IDEATION, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$4.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
IDEATION, INC. CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IDEATION, INC. 401(K) PROFIT SHARING PLAN | 401k | $4.0M | 9 | 2025 | |
| 002 | IDEATION, INC. CASH BALANCE PLAN | CashBalance | $2.5M | 10 | 2025 |
Retirement plans