Original filing (PDF)20260116113025NAL0034472370001

ISOLA & ASSOCIATES, INC.

Name: ISOLA & ASSOCIATES, INC. — ISOLA & ASSOCIATES, LLC RETIREMENT AND SAVINGS PLAN 401(K) PLAN, Form 5500 (2024)
Creator: ISOLA & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

ISOLA & ASSOCIATES, LLC RETIREMENT AND SAVINGS PLAN 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score

/ 100

Grade A

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISOLA & ASSOCIATES, INC..

Plan sponsor

Name

ISOLA & ASSOCIATES, INC.

EIN

59-3213092