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  2. IDEA CONSULTANTS, INC.
Sponsor portfolio

IDEA CONSULTANTS, INC.

EIN 72-1546754-human resources-Latest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
23
PO BOX 5116 - FREEDOM, CA 95019831-465-9565getideacontent.comLinkedIn1-10 employeeshuman resources
Plans on this EIN
2 filings
#001401k-$2.1M - 13 part#002CashBalance-$1.6M - 10 part

Retirement portfolio analytics

2 plans aggregated / $3.6M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • IDEA ARCHITECTS 401(K) (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $3.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • IDEA ARCHITECTS 401(K) (#001)13
  • CASH BALANCE PLAN (#002)10
Total 23Click 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 CONSULTANTS, INC. DBA IDEA ARCHITECTS 401(K) PLAN

401k

Assets$2.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

IDEA CONSULTANTS, INC. DBA IDEA ARCHITECTS CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001IDEA CONSULTANTS, INC. DBA IDEA ARCHITECTS 401(K) PLAN401k$2.1M132024
002IDEA CONSULTANTS, INC. DBA IDEA ARCHITECTS CASH BALANCE PLANCashBalance$1.6M102024
Retirement plans
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