· 2022–2024 · DOL EFAST2

INVESTORS STRATEGY CORPORATION — INVESTORS STRATEGY CORPORATION PROFIT-SHARING PLAN, Form 5500 (2022)

Original filing (PDF)20230405093438NAL0097648962001

INVESTORS STRATEGY CORPORATION

Form 5500-SF

FILING_RECEIVED

INVESTORS STRATEGY CORPORATION PROFIT-SHARING PLAN

401(k) retirement plan

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INVESTORS STRATEGY CORPORATION.

Plan sponsor

Name

INVESTORS STRATEGY CORPORATION

EIN

13-3118029all filings

Address

250 WEST STREET · HARRISON, NY · 10528

Phone

(914) 725-8800

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BAY STREET CAPITAL HOLDINGS

BAY STREET CAPITAL HOLDINGS 401(K) PLAN

SURFSPRAY CAPITAL, LLC

SURFSPRAY CAPITAL, LLC 401(K) PLAN

HIGH ROAD MANAGEMENT LLC

HIGH ROAD MANAGEMENT LLC 401(K) PLAN

STRATEGIC CAPITAL ADVISERS, INC.

STRATEGIC CAPITAL ADVISERS, INC. 401(K) PLAN

FORCE HILL CAPITAL MANAGEMENT LP

FORCE HILL CAPITAL MANAGEMENT LP 401(K) PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.