How big is Joel Isaacson & Co., LLC's plan?

Joel Isaacson & Co., LLC's plan reported $41.7M in assets and 51 participants for 2025.

Original filing (PDF)20260501131613NAL0001496736001

Joel Isaacson & Co., LLC

Name: Joel Isaacson & Co., LLC — Joel Isaacson & Co., Form 5500 (2025)
Creator: Joel Isaacson & Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joel Isaacson & Co. Retirement Plan

401(k) retirement plan · Joel Isaacson & Co., LLC's Joel Isaacson & Co. Retirement Plan held $41.7M in plan assets for 51 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$41.7M

Net assets (EOY)

$41.7M

People on this filing

Stanley Altmark signed Joel Isaacson & Co., LLC's 2025 Form 5500 as plan administrator.

Stanley Altmark — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Joel Isaacson & Co., LLC's EIN is 27-1207072.

EIN 27-1207072

Plan number 001

Plan year 2025

ACK ID 20260501131613NAL0001496736001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Joel Isaacson & Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Joel Isaacson & Co., LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOEL ISAACSON & CO., 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