Original filing (PDF)20250718113941NAL0000775379001

ISOLITE PLUS AFFILIATED EMPLOYERS

Name: ISOLITE PLUS AFFILIATED EMPLOYERS — ISOLITE PLUS AFFILIATED EMPLOYERS 401K PLAN, Form 5500 (2024)
Creator: ISOLITE PLUS AFFILIATED EMPLOYERS

Form 5500-SF

FILING_RECEIVED

ISOLITE PLUS AFFILIATED EMPLOYERS 401K PLAN

401(k) retirement plan

Active participants

104

Accounts w/ balance

123

Plan assets (EOY)

$15.9M

Net assets (EOY)

$15.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISOLITE PLUS AFFILIATED EMPLOYERS.

Plan sponsor

Name

ISOLITE PLUS AFFILIATED EMPLOYERS

EIN

23-2251507

Address

31 WATERLOO AVENUE · BERWYN, PA · 19312

Phone

(610) 647-8200

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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