How big is Institution Solutions II, LLC's plan?

Institution Solutions II, LLC's plan reported $398K in assets and 10 participants for 2024.

Original filing (PDF)20250522141735NAL0002717635001

Institution Solutions II, LLC

Name: Institution Solutions II, LLC — ISII 401(k) Profit, Form 5500 (2024)
Creator: Institution Solutions II, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ISII 401(k) Profit Sharing Plan

401(k) retirement plan · Institution Solutions II, LLC's ISII 401(k) Profit Sharing Plan held $398K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$398K

Net assets (EOY)

$398K

Plan identifiers

Institution Solutions II, LLC's EIN is 47-1928888.

EIN 47-1928888

Plan number 001

Plan year 2024

ACK ID 20250522141735NAL0002717635001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 (96th percentile).

Plan sponsor

Name

INSTITUTION SOLUTIONS II, LLC

EIN

all filings

Address

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

Phone

(800) 365-7526

Industry

Professional & Technical Services

Plan administrator