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Original filing (PDF)20250903111751NAL0015133873001
ISC GROUP LLC
Form 5500
FILING_RECEIVED
ISC GROUP LLC 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
2,656
Accounts w/ balance
5,126
Plan assets (EOY)
$148.1M
Net assets (EOY)
$148.1M
How this plan invests
This plan
32 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISC GROUP LLC.
Plan sponsor
Name
ISC GROUP LLC
EIN
72-1150566
Address
20480 HIGHLAND RD · BATON ROUGE, LA · 70817
Phone
(225) 756-8001
Industry
Electrical Contractors· Constructionsee 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
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HANNIS T. BOURGEOIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $129K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | ADVISORY SERVICES | $90K | — |
Investments
5 direct securities · 32 pooled funds· $143.4M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$128.2M
32 holdings
Uncategorized
$15.2M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEX FOCUS MOD 2045 R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $24.6M | 16.6% | |
| FIXFOCS MOD 2035 R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $18.3M | 12.3% | |
| FIXFOCS MOD 2055 R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $17.7M | 12.0% | |
| GG BR EQ INDX 1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $15.1M | 10.2% | |
| FIXFOCS MOD RTRMT R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $10.3M | 7.0% | |
| Pionr Fdmntl Gr K Nationwide Life Insurance | — | — | — | $8.9M | 6.0% | |
| NCIT BNY MEL STBL VAL A NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $8.3M | 5.6% | |
| FIXFOCS MOD 2065 R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $6.5M | 4.4% | |
| GG LGCAP VAL I1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $5.4M | 3.6% | |
| GG BR RSL 2000 INDX R NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $4.4M | 2.9% | |
| PIONR BD R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $3.5M | 2.4% | |
| Cariln Eagle MdCap Gr R6 Nationwide Life Insurance | — | — | — | $3.2M | 2.2% | |
| GG INTL STK I1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $3.2M | 2.1% | |
| INC AM RTMT 5FL NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $2.0M | 1.3% | |
| DFA US Trgt Val Inst Nationwide Life Insurance | — | — | — | $1.8M | 1.2% | |
| FIXFOCS AGGR 2045 R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $1.6M | 1.1% | |
| GG MDCAPVAL I1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $1.4M | 1.0% | |
| JnsHndrsn Vntr N Nationwide Life Insurance | — | — | — | $1.2M | 0.8% | |
| GG BR EAFE EQ INDX 1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $1.1M | 0.7% | |
| FIXFOCS AGGR 2035 R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $1.0M | 0.7% | |
| INC AM 2030 5FL NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $982K | 0.7% | |
| GG BR US DB INDX 1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $887K | 0.6% | |
| INC AM 2040 5FL NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $792K | 0.5% | |
| FIXFOCS AGGR 2055 R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $733K | 0.5% | |
| FIXFOCS AGGR RTRMT R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $196K | 0.1% | |
| FIXFOCS AGGR 2065 R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $126K | <0.1% | |
| Vngrd Fed Mny Mkt Inv Nationwide Life Insurance | — | — | — | $76K | <0.1% | |
| FIXFOCS CNSRV 2055 R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $64K | <0.1% | |
| INC AM 2035 5FL NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $60K | <0.1% | |
| FIXFOCS CNSRV 2035 R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $51K | <0.1% | |
| FIFOCS CNSRV 2065 R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $39K | <0.1% | |
| FIXFOCS CNSRV RTRMT R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $29K | <0.1% | |
| FIXFOCS CNSRV 2045 R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $8K | <0.1% | |
| INC AM 2025 5FL NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $7K | <0.1% | |
| FIXFOCS MOD 2025 R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIXFOCS CNSRV 2025 R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIXFOCS AGGR 2025 R1 NATONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% |