Original filing (PDF)20250828114655NAL0018112128001

CHARLES A. ISELY ATTORNEY AT LAW

Name: CHARLES A. ISELY ATTORNEY AT LAW — CHARLES A. ISELY ATTORNEY AT LAW 401(K) PLAN, Form 5500 (2024)
Creator: CHARLES A. ISELY ATTORNEY AT LAW

Form 5500-SF

FILING_RECEIVED

CHARLES A. ISELY ATTORNEY AT LAW 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES A. ISELY ATTORNEY AT LAW.

Plan sponsor

Name

CHARLES A. ISELY ATTORNEY AT LAW

EIN

26-1543323

Address

PO BOX 61983 · VANCOUVER, WA · 986661983

Phone

(360) 993-1200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

DONALD H. WHITE, P.C.

DONALD H. WHITE, P.C. CASH BALANCE PLAN

$1.1M · 5 participants

KOGUT & WILSON, LLC

KOGUT & WILSON, LLC 401K PLAN

$1.1M · 11 participants

MOHRMAN KAARDAL & ERICKSON PA

MOHRMAN & KAARDAL PA PROFIT SHARING PLAN

$1.1M · 7 participants

JONATHAN C. JUHAN, P.C.

JONATHAN C. JUHAN, P.C. CASH BALANCE PLAN

$1.1M · 6 participants

THE LAW OFFICES OF SAIA, MARROCCO & JENSEN, INC.

THE LAW OFFICES OF SAIA, MARROCCO & JENSEN, INC 401(K) PLAN