How big is ISM Services Inc.'s plan?

ISM Services Inc.'s plan reported $3.2M in assets and 25 participants for 2024.

Original filing (PDF)20251014115913NAL0002703809001

ISM Services Inc.

Name: ISM Services Inc. — ISM Services Incorporated 401(k), Form 5500 (2024)
Creator: ISM Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ISM Services Incorporated 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · ISM Services Inc.'s ISM Services Incorporated 401(k) Profit Sharing Plan & Trust held $3.2M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Paul Williams signed ISM Services Inc.'s 2024 Form 5500 as plan administrator.

Paul Williams — 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

ISM Services Inc.'s EIN is 20-1787409.

EIN 20-1787409

Plan number 001

Plan year 2024

ACK ID 20251014115913NAL0002703809001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ISM Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ISM Services Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score