How big is David Isaac and Associates, LLC's plan?

David Isaac and Associates, LLC's plan reported $3.2M in assets and 12 participants for 2025.

Original filing (PDF)20260521122932NAL0003239584001

David Isaac and Associates, LLC

Name: David Isaac and Associates, LLC — David Isaac &, Form 5500 (2025)
Creator: David Isaac and Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Isaac & Associates, LLC

401(k) retirement plan · David Isaac and Associates, LLC's David Isaac & Associates, LLC held $3.2M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Carl David Isaac signed David Isaac and Associates, LLC's 2025 Form 5500 as plan administrator.

Carl David Isaac — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David Isaac and Associates, LLC's EIN is 82-3452128.

EIN 82-3452128

Plan number 001

Plan year 2025

ACK ID 20260521122932NAL0003239584001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David Isaac and Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David Isaac and Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID ISAAC AND ASSOCIATES, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

DAVID ISAAC AND ASSOCIATES, LLC

EIN

all filings

Address

3115 SOUTH WEBSTER STREET · KOKOMO, IN · 46902

Phone

(765) 457-1118

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator