· 2022–2024 · DOL EFAST2

Isani Consultants, L.P. — Isani Consultants Cash, Form 5500 (2025)

Original filing (PDF)20260629085441NAL0020360594002

Isani Consultants, L.P.

Form 5500-SF

FILING_RECEIVED

Isani Consultants Cash Balance Plan

Defined-benefit pension plan · Isani Consultants, L.P.'s Isani Consultants Cash Balance Plan held $4.9M in plan assets for 27 participants in 2025.

Active participants

27

Accounts w/ balance

—

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

75

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ISANI CONSULTANTS, L.P..

Plan sponsor

Name

ISANI CONSULTANTS, L.P.

EIN

65-1242296all filings

Address

10448 WESTOFFICE DRIVE · HOUSTON, TX · 77042

Phone

(713) 747-2399

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-29

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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