Original filing (PDF)20251010143650NAL0004708211001

ISA & STEF, LLC

Name: ISA & STEF, LLC — ISA & STEF, LLC 401(K) PLAN, Form 5500 (2024)
Creator: ISA & STEF, LLC

Form 5500-SF

FILING_RECEIVED

ISA & STEF, LLC 401(K) PLAN

401(k) retirement plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$704K

Net assets (EOY)

$704K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

ISA & STEF, LLC

EIN

46-1625894

Address

1370 BROADWAY · NEW YORK, NY · 100187302

Phone

(212) 686-8990

Industry

Wholesale Tradesee 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

2025-10-10

Pension benefit codes

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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