Original filing (PDF)20250226095350NAL0001687122001

ISAS GROUP BENEFITS TRUST

Name: ISAS GROUP BENEFITS TRUST — ISASGBT 401K, Form 5500 (2024)
Creator: ISAS GROUP BENEFITS TRUST

Form 5500-SF

FILING_RECEIVED

ISASGBT 401K

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$749K

Net assets (EOY)

$749K

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

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ISAS GROUP BENEFITS TRUST.

Plan sponsor

Name

ISAS GROUP BENEFITS TRUST

EIN

73-1366012

Address

12712 PARK CENTRAL DRIVE · SUITE 100 · DALLAS, TX · 75251

Phone

(214) 706-5459

Industry

Educational Servicessee 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

2025-02-26

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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