· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ISANA — ISANA CLASSIFIED EMPLOYEES RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241109174636NAL0007604467001
ISANA
Form 5500-SF
FILING_RECEIVED
ISANA CLASSIFIED EMPLOYEES RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No auditor on file
Active participants
361
Accounts w/ balance
125
Plan assets (EOY)
$306K
Net assets (EOY)
$306K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ISANA
.
Find decision makers
Plan sponsor
Name
ISANA
EIN
20-1782192
Address
3580 WILSHIRE BLVD., SUITE 1130 · LOS ANGELES, CA · 90010
Phone
(323) 291-1211
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2024-11-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
MCKENZIE MONTESSORI INSTITUTE
MCKENZIE MONTESSORI INSTITUE
$306K · 26 participants
MEDICINE WHEEL PRODUCTION INC
MEDICINE WHEEL PRODUCTION 401(K) PLAN
$306K · 11 participants
ELEVATE EDUCATION INC
ELEVATE EDUCATION INC
$306K · 110 participants
CONTRA COSTA YOUTH SERVICE BUREAU
CONTRA COSTA YOUTH SERVICE BUREAU 403(B) PLAN
$306K · 31 participants
MODERN SEX THERAPY INSTITUTES LLC
MODERN SEX THERAPY INSTITUTES LLC 401(K) PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 35% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$306K · 1 participants
ARTHURS BEAUTY COLLEGE
ARTHURS BEAUTY COLLEGE
$306K · 17 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
