Original filing (PDF)20251010133811NAL0007793457001

Independent Strategic Management Solutions, Inc.

Name: Independent Strategic Management Solutions, Inc. — Form 5500 Plan 001 (2024)
Creator: Independent Strategic Management Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ISM Solutions, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Independent Strategic Management Solutions, Inc.'s ISM Solutions, Inc. 401(k) Profit Sharing Plan held $989K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$989K

Net assets (EOY)

$987K

Plan identifiers

Independent Strategic Management Solutions, Inc.'s EIN is 46-1047857.

EIN 46-1047857

Plan number 001

Plan year 2024

ACK ID 20251010133811NAL0007793457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Independent Strategic Management Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Independent Strategic Management Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDEPENDENT STRATEGIC MANAGEMENT SOLUTIONS, INC..

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

Knocking points off