Original filing (PDF)20250924120315NAL0006719969001

ISLEWORTH MANAGEMENT, INC.

Name: ISLEWORTH MANAGEMENT, INC. — ISLEWORTH MANAGEMENT, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: ISLEWORTH MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

ISLEWORTH MANAGEMENT, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 ISLEWORTH MANAGEMENT, INC..

Plan sponsor

Name

ISLEWORTH MANAGEMENT, INC.

EIN

26-3042203

Address

5900 WATERVIEW COURT · MCKINNEY, TX · 75071

Phone

(972) 302-2262

Industry

Management of Companies / Holdingssee 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

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

EDEN FINANCIAL CORPORATION

EDEN FINANCIAL CORPORATION 401(K) PLAN

$2.1M · 29 participants

MAIN BANC, INC.

MAIN BANC, INC. 401(K) PLAN

$2.1M · 16 participants

THE BANK OF LAFAYETTE

THE BANK OF LAFAYETTE SECTION 401(K) PROFIT SHARING PLAN

$2.2M · 52 participants

PEOPLES BANK & TRUST CO OF PICKETT COUNTY

PEOPLES BANK & TRUST CO OF PICKETT CO 401(K) PROFIT SHARING PLAN AND TRUST

$2.2M · 51 participants

TRIUMPH MANAGEMENT COMPANY

TRIUMPH MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN