How big is Isoldi Bookkeeping Services, LLC's plan?

Isoldi Bookkeeping Services, LLC's plan reported $356K in assets and 4 participants for 2025.

Original filing (PDF)20260523071042NAL0008441234001

Isoldi Bookkeeping Services, LLC

Name: Isoldi Bookkeeping Services, LLC — Isoldi Bookkeepin, Form 5500 (2025)
Creator: Isoldi Bookkeeping Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Isoldi Bookkeeping Services, LLC 401(k) Plan

401(k) retirement plan · Isoldi Bookkeeping Services, LLC's Isoldi Bookkeeping Services, LLC 401(k) Plan held $356K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$356K

Net assets (EOY)

$356K

People on this filing

Michelle Isoldi signed Isoldi Bookkeeping Services, LLC's 2025 Form 5500 as plan administrator.

Michelle Isoldi — 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

Isoldi Bookkeeping Services, LLC's EIN is 45-3301792.

EIN 45-3301792

Plan number 001

Plan year 2025

ACK ID 20260523071042NAL0008441234001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Isoldi Bookkeeping Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Isoldi Bookkeeping Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ISOLDI BOOKKEEPING SERVICES, 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 (90th percentile).

Plan sponsor

Name

ISOLDI BOOKKEEPING SERVICES, LLC

EIN

all filings

Address

29 MIDDAY DRIVE · CENTEREACH, NY · 11720

Phone

(631) 676-1434

Industry

Professional & Technical Services

Plan administrator