Original filing (PDF)20251008154009NAL0006081809001

ISO NEW ENGLAND INC.

Name: ISO NEW ENGLAND INC. — ISO NEW ENGLAND INC. SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN, Form 5500 (2024)
Creator: ISO NEW ENGLAND INC.

Form 5500

FILING_RECEIVED

ISO NEW ENGLAND INC. SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN

401(k) retirement plan

Signals · 2

1 failed disclosure79% in single holding

Active participants

678

Accounts w/ balance

841

Plan assets (EOY)

$321.3M

Net assets (EOY)

$321.3M

How this plan invests

This plan

3 pooled trusts

Schedule D

6 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISO NEW ENGLAND INC..

Plan sponsor

Name

ISO NEW ENGLAND INC.

EIN

04-3372500

Address

1 SULLIVAN RD · HOLYOKE, MA · 01040

Phone

(413) 535-4037

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$91K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPTRUST	26-0058143	—	CONSULTANT	$78K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

6 direct securities · 3 pooled funds· $42.1M(13% of reported assets)

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.

Common Collective Trust

$31.0M

3 holdings

Uncategorized

$11.1M

6 holdings

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052	Common Collective Trust	—	—	$11.1M

Related plans

Other plans using FIDELITY INVESTMENTS INSTITUTIONAL

KAISER PERMANENTE MEDICAL CARE PROGRAM

KAISER PERMANENTE GROUP TRUST

$66.6B

MICROSOFT CORPORATION

MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN

$65.6B · 123,878 participants

INTERNATIONAL BUSINESS MACHINES CORPORATION

IBM 401(K) PLAN

$60.4B · 49,030 participants

AT&T INC.

AT&T RETIREMENT SAVINGS PLAN

$43.1B · 102,760 participants

VERIZON COMMUNICATIONS INC.

VERIZON MASTER SAVINGS TRUST

$41.1B