Original filing (PDF)20250522141735NAL0002717635001

INSTITUTION SOLUTIONS II, LLC

Name: INSTITUTION SOLUTIONS II, LLC — ISII 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: INSTITUTION SOLUTIONS II, LLC

Form 5500-SF

FILING_RECEIVED

ISII 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$398K

Net assets (EOY)

$398K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTITUTION SOLUTIONS II, LLC.

Plan sponsor

Name

INSTITUTION SOLUTIONS II, LLC

EIN

47-1928888

Address

5600 TENNYSON PKWY · SUITE 190 · PLANO, TX · 75024

Phone

(800) 365-7526

Industry

Professional & Technical Servicessee all

Plan administrator

Name

THE FINWAY GROUP

EIN

42-1468222

City

WEST DES MOINES, IA

Phone

(515) 226-0974

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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