What public Form 5500 filings show about the Murray Financial Group, LLC DBA ISC Financial Advisors 401(k) plan — and how to find and check your own account.
Murray Financial Group, LLC DBA ISC Financial Advisors (EIN 45-0834412) reports ISC FINANCIAL ADVISORS 401(K) PLAN & TRUST on its most recent Form 5500, with $10.4M in plan assets across 15 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Murray Financial Group, LLC DBA ISC Financial Advisors filing — schedules, fees, and providers.
Murray Financial Group, LLC DBA ISC Financial Advisors’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Murray Financial Group, LLC DBA ISC Financial AdvisorsHR for the recordkeeper’s name and login.
