John FAHY signed Isaacson Miller's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Isaacson Miller's EIN is 04-3061714.
Download the official 2024 Form 5500 (PDF) for Isaacson Miller from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Isaacson Miller's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPW SOLUTIONS LLC | — | — | FIDUCIARY ADVISOR AND TPA | $45K | — |
| GLOBAL RETIREMENT PARTNERS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2050 I " | Mutual Funds | — | — | $4.3M | 9.0% | |
| Fidelity Advisor Freedom 2055 I " | Mutual Funds | — | — | $4.3M | 8.8% | |
| Fidelity 500 Index " | Common Collective Trusts | — | — | $4.0M | 8.2% | |
| Empower SDBA Self-directed brokerage account | Self-Directed Brokerage | — | — | $2.9M | 6.0% | |
| Fidelity Advisor Freedom 2030 I " | Mutual Funds | — | — | $2.9M | 6.0% | |
| Fidelity Advisor Freedom 2045 I " | Mutual Funds | — | — | $2.5M | 5.2% | |
| Fidelity Advisor Freedom 2040 I " | Mutual Funds | — | — | $1.6M | 3.4% | |
| Vanguard Dividend Growth Inv " | Mutual Funds | — | — | $1.5M | 3.0% | |
| MFS Growth R4 " | Mutual Funds | — | — | $1.4M | 2.9% | |
| American Funds New Perspective R6 " | Mutual Funds | — | — | $1.3M | 2.7% | |
| JPMorgan Mid Cap Value L " | Other securities | — | — | $1.2M | 2.5% | |
| Fidelity Advisor Freedom 2020 I " | Mutual Funds | — | — | $1.1M | 2.3% | |
| MFS Value R4 " | Mutual Funds | — | — | $1.1M | 2.2% | |
| Fidelity Advisor Equity Growth Z " | Mutual Funds | — | — | $1.0M | 2.1% | |
| Fidelity Advisor Freedom 2060 Instl " | Mutual Funds | — | — | $987K | 2.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $915K | 1.9% | |
| MFS International Growth R6 " | Mutual Funds | — | — | $910K | 1.9% | |
| Fidelity Advisor Freedom 2035 I " | Mutual Funds | — | — | $881K | 1.8% | |
| Fidelity Extended Market Index " | Mutual Funds | — | — | $826K | 1.7% | |
| Fidelity Advisor Freedom 2025 I " | Mutual Funds | — | — | $796K | 1.6% | |
| Fidelity Total Bond K6 " | Mutual Funds | — | — | $737K | 1.5% | |
| T. Rowe Price Mid-Cap Growth R6 " | Other securities | — | — | $731K | 1.5% | |
| Neuberger Berman Genesis Instl " | Other securities | — | — | $616K | 1.3% | |
| Fidelity Advisor Freedom 2015 I " | Mutual Funds | — | — | $600K | 1.2% | |
| Fidelity Advisor Freedom 2010 I " | Mutual Funds | — | — | $534K | 1.1% | |
| JPMorgan Small Cap Equity R5 " | Other securities | — | — | $530K | 1.1% | |
| Clearbridge Small Cap Growth I " | Other securities | — | — | $519K | 1.1% | |
| Fidelity US Bond Index " | Mutual Funds | — | — | $517K | 1.1% | |
| Fidelity Small Cap Index " | Mutual Funds | — | — | $513K | 1.1% | |
| American Funds American Mutual R6 Mutual fund | Mutual Funds | — | — | $503K | 1.0% | |
| Empower SDBA Roth " | Other securities | — | — | $472K | 1.0% | |
| Macquarie Emerging Markets Institutional " | Other securities | — | — | $459K | 0.9% | |
| Pimco Income Instl " | Mutual Funds | — | — | $440K | 0.9% | |
| Vanguard International Value Portfolio " | Mutual Funds | — | — | $428K | 0.9% | |
| Parnassus Equity Income - Inv " | Other securities | — | — | $377K | 0.8% | |
| Fidelity Total International Index " | Mutual Funds | — | — | $315K | 0.7% | |
| Meeder Muirfield " | Other securities | — | — | $295K | 0.6% | |
| Meeder Dynamic Allocation " | Other securities | — | — | $256K | 0.5% | |
| Undiscovered Managers Behavioral Value Fund Class R6 " | Other securities | — | — | $247K | 0.5% | |
| Macquarie High Income R6 " | Other securities | — | — | $212K | 0.4% | |
| Pimco Real Return Instl " | Mutual Funds | — | — | $206K | 0.4% | |
| Meeder Spectrum " | Other securities | — | — | $163K | 0.3% | |
| Calvert Bond A " | U.S. Treasuries | — | — | $149K | 0.3% | |
| PGIM United States Real Estate R6 " | Other securities | — | — | $116K | 0.2% | |
| Meeder Balanced " | Other securities | — | — | $115K | 0.2% | |
| American Funds Capital World Bond R6 " | Mutual Funds | — | — | $84K | 0.2% | |
| Meeder Global Allocation " | Other securities | — | — | $84K | 0.2% | |
| Fidelity Advisor Freedom Inc I " | Mutual Funds | — | — | $64K | 0.1% | |
| Meeder Quantex " | Other securities | — | — | $57K | 0.1% | |
| Parnassus Value Equity Investor " | Other securities | — | — | $54K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| ADVISORS BROKER DEALER |
| $41K |
| — |
