How big is Iselect Fund, LLC's plan?

Iselect Fund, LLC's plan reported $605K in assets and 7 participants for 2024.

Original filing (PDF)20251014084830NAL0005156450001

Iselect Fund, LLC

Name: Iselect Fund, LLC — Iselect Fund, LLC 401(k) Plan, Form 5500 (2024)
Creator: Iselect Fund, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Iselect Fund, LLC 401(k) Plan

401(k) retirement plan · Iselect Fund, LLC's Iselect Fund, LLC 401(k) Plan held $605K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$605K

Net assets (EOY)

$605K

People on this filing

Carter Williams signed Iselect Fund, LLC's 2024 Form 5500 as plan administrator.

Carter Williams — 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

Iselect Fund, LLC's EIN is 38-3899554.

EIN 38-3899554

Plan number 001

Plan year 2024

ACK ID 20251014084830NAL0005156450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Iselect Fund, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Iselect Fund, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ISELECT FUND, LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ISELECT FUND, LLC

EIN

all filings

Address

5000 WASHINGTON PLACE, SUITE 200 · ST. LOUIS, MO · 63108

Phone

(314) 219-8688

Industry

Finance & Insurance

Plan administrator