· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ISAACSON ISAACSON SHERIDAN FOUNTAIN & LEFTWICH, LLP DBA ISAACSON — ISAACSON ISAACSON SHERIDAN FOUNTAIN & LEFTWICH, LLP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250506133718NAL0014499840001
ISAACSON ISAACSON SHERIDAN FOUNTAIN & LEFTWICH, LLP DBA ISAACSON
Form 5500-SF
FILING_RECEIVED
ISAACSON ISAACSON SHERIDAN FOUNTAIN & LEFTWICH, LLP 401(K) PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
18
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ISAACSON ISAACSON SHERIDAN FOUNTAIN & LEFTWICH, LLP DBA ISAACSON
.
Find decision makers
Plan sponsor
Name
ISAACSON ISAACSON SHERIDAN FOUNTAIN & LEFTWICH, LLP DBA ISAACSON
EIN
56-1519589
Address
804 GREEN VALLEY ROAD, SUITE 200 · GREENSBORO, NC · 27408
Phone
(336) 275-7626
Industry
Law Offices
· Professional & Technical Services
see 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
2025-05-06
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)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
ECKLAND & BLANDO LLP
ECKLAND & BLANDO LLP 401(K) PLAN
$4.0M · 17 participants
WEISBERG I P LAW P A
WEISBERG I P LAW P A 401(K) PROFIT SHARING PLAN & TRUST
$4.0M · 14 participants
MCNICHOL BYRNE & MATLAWSKI, PC
MCNICHOL BYRNE & MATLAWSKI, PC 401(K) PROFIT SHARING PLAN
$4.0M · 6 participants
FRIEDLAND CARMONA PLLC
FRIEDLAND CARMONA PLLC RETIREMENT PLAN
$4.0M · 6 participants
DELGADO TARANGO ONEILL LLP
DELGADO TARANGO O'NEILL LLP RETIREMENT SAVINGS PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.0M · 34 participants
ROBINSON & HENRY P C
ROBINSON & HENRY P C 401(K) PLAN
$4.0M · 106 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
