Original filing (PDF)20251014111808NAL0005590498001

ISEMAN & ASSOCIATES, LLC

Name: ISEMAN & ASSOCIATES, LLC — ISEMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ISEMAN & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

ISEMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ISEMAN & ASSOCIATES, LLC

EIN

47-2969307

Address

2831 SE FAIRWAY WEST · STUART, FL · 34997

Phone

(703) 258-1366

Industry