How big is Isler Medford LLC's plan?

Isler Medford LLC's plan reported $511K in assets and 6 participants for 2024.

Original filing (PDF)20251007173103NAL0012118322001

Isler Medford LLC

Name: Isler Medford LLC — Isler Medford LLC 401(k) Plan, Form 5500 (2024)
Creator: Isler Medford LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Isler Medford LLC 401(k) Plan

401(k) retirement plan · Isler Medford LLC's Isler Medford LLC 401(k) Plan held $511K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$511K

Net assets (EOY)

$511K

Plan identifiers

Isler Medford LLC's EIN is 20-4749363.

EIN 20-4749363

Plan number 002

Plan year 2024

ACK ID 20251007173103NAL0012118322001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Isler Medford LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Isler Medford LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ISLER MEDFORD LLC

EIN

all filings

Address

839 ALDER CREEK DRIVE · MEDFORD, OR · 97504

Phone

(541) 779-7641

Industry

CPA Offices· Professional & Technical Services

Plan administrator