Isaacson Miller (EIN 04-3061714) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $77.3M in plan assets and 714 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Isaacson Retirement Plan | 001 | 242 | $48.4M |
| Isaacson Miller, Inc. Employee Stock Ownership Plan | 002 | 240 | $28.9M |
| Isaacson Miller WRAP Health and Welfare Plan | 501 | 232 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
04-3061714 is the Employer Identification Number (EIN) Isaacson Miller reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Massachusetts EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
