How big is ISTO Advisors, LLC's plan?

ISTO Advisors, LLC's plan reported $9.8M in assets and 26 participants for 2025.

Original filing (PDF)20260309163107NAL0002681763001

ISTO Advisors, LLC

Name: ISTO Advisors, LLC — ISTO Advisors, LLC. Profit, Form 5500 (2025)
Creator: ISTO Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ISTO Advisors, LLC. Profit Sharing/401(k) Plan

401(k) retirement plan · ISTO Advisors, LLC's ISTO Advisors, LLC. Profit Sharing/401(k) Plan held $9.8M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

Plan identifiers

ISTO Advisors, LLC's EIN is 81-3800358.

EIN 81-3800358

Plan number 001

Plan year 2025

ACK ID 20260309163107NAL0002681763001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ISTO Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ISTO Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ISTO ADVISORS, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score