· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
I SQUARE SYSTEMS LLC — I SQUARE SYSTEMS LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250929123052NAL0011287217001
I SQUARE SYSTEMS LLC
Form 5500-SF
FILING_RECEIVED
I SQUARE SYSTEMS LLC 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
6
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
I SQUARE SYSTEMS LLC
.
Find decision makers
Plan sponsor
Name
I SQUARE SYSTEMS LLC
EIN
26-2844714
Address
28 JACOME WAY · UNIT 2 · MIDDLETOWN, RI · 02842
Phone
(800) 991-6462
Industry
Engineering Services
· Professional & Technical Services
see 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
PACIFIC SYSTEMS GROUP INC
PACIFIC SYSTEMS GROUP INC. 401K PROFIT SHARING PLAN TRUST
$1.4M · 1 participants
ANDERSEN ENGINEERING ASSOCIATES, IN
ANDERSEN ENGINEERING ASSOCIATE, INC. EMPLOYEE PROFIT SHARING PLAN
$1.4M
OMEGA ENGINEERING CONSULTANTS
OMEGA ENGINEERING CONSULTANTS 401(K) PROFIT SHARING PLAN AND TRUST
$1.4M · 15 participants
POWER AND CONTROL ENGINEERING SOLUTIONS, LLC
PCES 401(K) PLAN
$1.4M · 7 participants
NUWAVE ENERGY SOLUTIONS, LLC
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NUWAVE ENERGY SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN
$1.4M · 12 participants
WEEMS M & E, LLC
WEEMS M & E, LLC 401(K) PLAN
$1.4M · 67 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
