John FAHY signed Isaacson Miller, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Isaacson Miller, Inc.'s EIN is 04-3061714.
Download the official 2024 Form 5500 (PDF) for Isaacson Miller, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Isaacson Miller, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Isaacson Miller, Inc. Common Stock Company common stock (121,990 shares) | Common Stocks | — | $7.0M | $28.8M | 99.6% | |
| Federated Prime Management Obligations Fund Mutual fund | Other securities | — | $112K | $112K | 0.4% |
