How big is ISF Management LLC's plan?

ISF Management LLC's plan reported $233K in assets and 7 participants for 2022.

Original filing (PDF)20230821155826NAL0006765104001

ISF Management LLC

Name: ISF Management LLC — ISF Management LLC 401(k) Plan, Form 5500 (2022)
Creator: ISF Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ISF Management LLC 401(k) Plan

401(k) retirement plan · ISF Management LLC's ISF Management LLC 401(k) Plan held $233K in plan assets for 7 participants in 2022.

Signals · 1

Late filing · 69.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$233K

Net assets (EOY)

$233K

People on this filing

Matthew Shefler signed ISF Management LLC's 2022 Form 5500 as plan administrator.

Matthew Shefler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ISF Management LLC's EIN is 06-1584083.

EIN 06-1584083

Plan number 001

Plan year 2022

ACK ID 20230821155826NAL0006765104001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for ISF Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

ISF Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ISF MANAGEMENT LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 69.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score