How big is Istick Capital Management, LLC's plan?

Istick Capital Management, LLC's plan reported $3.3M in assets and 67 participants for 2025.

Original filing (PDF)20260428110606NAL0005466947001

Istick Capital Management, LLC

Name: Istick Capital Management, LLC — Istick Capital, Form 5500 (2025)
Creator: Istick Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Istick Capital Management, LLC 401 (K) Profit Sharing Plan

401(k) retirement plan · Istick Capital Management, LLC's Istick Capital Management, LLC 401 (K) Profit Sharing Plan held $3.3M in plan assets for 67 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Istick Capital Management, LLC's EIN is 81-3898020.

EIN 81-3898020

Plan number 001

Plan year 2025

ACK ID 20260428110606NAL0005466947001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Istick Capital Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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. 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