How big is ISCO Industries, Inc.'s plan?

ISCO Industries, Inc.'s plan reported $90.6M in assets and 744 participants for 2024.

Original filing (PDF)20250925082111NAL0008959760001

ISCO Industries, Inc.

Name: ISCO Industries, Inc. — ISCO Industries Inc., Form 5500 (2024)
Creator: ISCO Industries, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ISCO Industries Inc. Retirement Savings Plan

401(k) retirement plan · ISCO Industries, Inc.'s ISCO Industries Inc. Retirement Savings Plan held $90.6M in plan assets for 744 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

744

Accounts w/ balance

785

Plan assets (EOY)

$90.6M

Net assets (EOY)

$90.6M

People on this filing

JEFF Jecker signed ISCO Industries, Inc.'s 2024 Form 5500 as plan administrator.

JEFF Jecker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ISCO Industries, Inc.'s EIN is 61-0600157.

EIN 61-0600157

Plan number 001

Plan year 2024

ACK ID 20250925082111NAL0008959760001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ISCO Industries, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ISCO Industries, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

ISCO INDUSTRIES, INC.

EIN

all filings

Address

100 WITHERSPOON ST 2 WEST · LOUISVILLE, KY · 40202

Phone

(502) 583-6591

Industry

Wholesale Trade

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

2025-09-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$51K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CERITY PARTNERS RETIREMENT PLAN	35-2467663	—	ADVISOR	$70K	—
STRATEGIC ADVISORS, INC.

Investments

33 direct securities· $90.6M(100% of reported assets)

Mutual Funds

$66.8M

16 holdings

Common Collective Trusts

$20.1M

9 holdings

Bonds / Notes

$1.0M

1 holding

U.S. Treasuries

$976K

2 holdings

Self-Directed Brokerage

$911K

3 holdings

Other securities

$484K

1 holding

Stable Value

$303K

1 holding

					% of plan
Fidelity Investments Freedom Index 2035 Fund	Mutual Funds	—	—	$15.3M	16.8%
Fidelity Investments Freedom Index 2040 Fund	Mutual Funds	—	—	$12.0M	13.2%
Fidelity Investments Freedom Index 2045 Fund	Mutual Funds	—	—	$11.8M	13.0%
Fidelity Investments Freedom Index 2030 Fund	Mutual Funds	—	—	$9.1M	10.1%
Fidelity Investments 500 Index Fund	Common Collective Trusts	—	—	$6.3M	7.0%
Fidelity Investments Freedom Index 2055 Fund	Mutual Funds	—	—	$5.2M	5.7%
Fidelity Investments Large Cap Growth Index Fund	Common Collective Trusts	—	—	$4.9M	5.4%
Fidelity Investments Freedom Index 2050 Fund	Mutual Funds	—	—	$4.3M	4.8%
Fidelity Investments Mid Cap Index Fund	Common Collective Trusts	—	—	$2.5M	2.7%
Fidelity Investments Large Cap Value Index Fund	Common Collective Trusts	—	—	$2.3M	2.5%
Fidelity Investments Freedom Index 2025 Fund	Mutual Funds	—	—	$1.8M	1.9%
American Funds New Perspective Fund	Mutual Funds	—	—	$1.8M	1.9%
iShares Russell 2000 Small-Cap Index Fund	Common Collective Trusts	—	—	$1.7M	1.9%
Fidelity Investments Government Money Market Fund	Mutual Funds	—	—	$1.7M	1.8%
Fidelity Investments Freedom Index 2065 Fund	Mutual Funds	—	—	$1.2M	1.3%
iShares MSCI EAFE International Index Fund	Common Collective Trusts	—	—	$1.1M	1.2%
Fidelity Investments Freedom Index 2060 Fund	Mutual Funds	—	—	$1.1M	1.2%
Notes receivable Loans to participants, various maturities, from participants interest rates ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$1.0M	1.1%
Fidelity Investments Intermediate Treasury Bond Index Fund	U.S. Treasuries	—	—	$736K	0.8%
Fidelity Investments Freedom Index 2015 Fund	Mutual Funds	—	—	$664K	0.7%
Fidelity Investments Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$561K	0.6%
Fidelity Investments Emerging Markets Index Fund	Common Collective Trusts	—	—	$545K	0.6%
Fidelity Investments US Bond Index	Mutual Funds	—	—	$517K	0.6%
Fidelity Investments Freedom Index 2020 Fund	Mutual Funds	—	—	$489K	0.5%
JP Morgan Corporate Bond Fund	Other securities	—	—	$484K	0.5%
Fidelity Investments Real Estate Index Fund	Common Collective Trusts	—	—	$432K	0.5%
Fidelity Investments Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$339K	0.4%
Fidelity Investments Inflation Protected Bond Index Fund	Common Collective Trusts	—	—	$338K	0.4%
LNLIC Stable Value Account	Stable Value	—	—	$303K	0.3%
Fidelity Investments Short-Term Treasury Bond Index Fund	U.S. Treasuries	—	—	$241K	0.3%
Fidelity Investments Freedom Index Income Fund	Mutual Funds	—	—	$91K	0.1%
Fidelity Investments Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$11K	<0.1%
Fidelity Investments Freedom Index 2070 Fund	Mutual Funds	—	—	$5K	<0.1%