Logan Brown signed ISON Family Restaurants' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ISON Family Restaurants' EIN is 83-0594893.
Download the official 2024 Form 5500 (PDF) for ISON Family Restaurants from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ISON Family Restaurants' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT | 23-3038464 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS, LLC | 48-1305000 | — | ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB Large Cap Growth Z | Other securities | — | — | $542K | 19.3% | |
| Lord Abbett Multi-Asset Balanced Opportunities Fund R6 | Mutual Funds | — | — | $219K | 7.8% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $218K | 7.8% | |
| JPMorgan Value Advantage Fund R6 | Other securities | — | — | $201K | 7.2% | |
| Invesco Core Plus Bond Fund Class Y | Mutual Funds | — | — | $171K | 6.1% | |
| Lord Abbett Bond Debenture Fund R6 | U.S. Treasuries | — | — | $170K | 6.0% | |
| Goldman Sachs Small Cap Value Insights R6 | Other securities | — | — | $144K | 5.1% | |
| Federated Hermes MDT Mid Cap Growth IS | Other securities | — | — | $125K | 4.4% | |
| American Century Disciplined Core Value R5 | Other securities | — | — | $116K | 4.1% | |
| Goldman Sachs International Equity Insights | Other securities | — | — | $107K | 3.8% | |
| Participant loans | Participant loans | — | — | $93K | 3.3% | |
| Nuveen Small Cap Value Fund I | Mutual Funds | — | — | $74K | 2.6% | |
| Lord Abbett Growth Leaders Fund R4 | Mutual Funds | — | — | $68K | 2.4% | |
| American Century Short Duration Strategic Income Inv | Other securities | — | — | $56K | 2.0% | |
| Lord Abbett Multi-Asset Balanced Opportunities Fund R4 | Mutual Funds | — | — | $56K | 2.0% | |
| Lord Abbett Fundamental Equity Fund Class R4 | Mutual Funds | — | — | $51K | 1.8% | |
| Invesco SteelPath MLP Alpha Fund Class R6 | Mutual Funds | — | — | $44K | 1.6% | |
| Goldman Sachs GQG Partners International Opportunities Fund Class R6 | Other securities | — | — | $39K | 1.4% | |
| Janus Henderson European Focus I | Mutual Funds | — | — | $38K | 1.4% | |
| Cohen and Steers Global Reality | Other securities | — | — | $31K | 1.1% | |
| American Century Emerging Markets R5 | Other securities | — | — | $30K | 1.1% | |
| Lord Abbett Short Duration Income Fund R4 | Mutual Funds | — | — | $28K | 1.0% | |
| JHancock Disciplined Value International Fund R2 | Other securities | — | — | $28K | 1.0% | |
| Lord Abbett Bond Debenture Fund R4 | U.S. Treasuries | — | — | $25K | 0.9% | |
| Lord Abbett Floating Rate Fund R4 | Mutual Funds | — | — | $24K | 0.8% | |
| Lord Abbett International Core Equity Fund Cl | Mutual Funds | — | — | $21K | 0.7% | |
| Lord Abbett Growth Opportunities Fund Class R4 | Mutual Funds | — | — | $20K | 0.7% | |
| Lord Abbett Value Opportunities Fund Class R4 | Mutual Funds | — | — | $17K | 0.6% | |
| Lord Abbett Total Return Fund R4 | Mutual Funds | — | — | $8K | 0.3% | |
| Templeton Global Bond Fund Advisor Class | Mutual Funds | — | — | $6K | 0.2% | |
| Shelton Emerging Markets Fund Institutional | Other securities | — | — | $5K | 0.2% | |
| ICON FUNDS ICON ASIAREGION FUND | Other securities | — | — | $4K | 0.2% | |
| JPMorgan Strategic Income Opportunities Fund R5 | Other securities | — | — | $4K | 0.2% | |
| Cohen and Steers Preferred Securities and Income | Other securities | — | — | $4K | 0.1% | |
| PGIM Total Return Bond Fund Class R6 | Other securities | — | — | $3K | 0.1% | |
| Lord Abbett Affiliated Fund, Inc Class R4 | Mutual Funds | — | — | $3K | 0.1% | |
| Virtus Newfleet Multi-Sector Short Term Bond Fund | Other securities | — | — | $3K | 0.1% | |
| Western Asset Corporate Bond Fund I | Other securities | — | — | $3K | <0.1% | |
| Lord Abbett Short Duration Income Fund R6 | Mutual Funds | — | — | $3K | <0.1% | |
| Lord Abbett Emerging Markets Bond Fund R4 | Mutual Funds | — | — | $2K | <0.1% | |
| Eaton Vance Global Macro Absolute Return Advantage | Other securities | — | — | $2K | <0.1% | |
| Sit US Government Securities | Other securities | — | — | $2K | <0.1% | |
| Angel Oak Multi-Strategy Income Institutional | Other securities | — | — | $2K | <0.1% | |
| Lord Abbett Growth Opportunities Fund Class C | Mutual Funds | — | — | $1K | <0.1% | |
| Fidelity Advisor Floating Rate High Income | Mutual Funds | — | — | $556 | <0.1% | |
| JPMorgan Equity Income R2 | Other securities | — | — | $530 | <0.1% | |
| Delaware Ivy International Core Equity Fund Class R | Other securities | — | — | $459 | <0.1% | |
| Fidelity Advisor New Markets Income | Mutual Funds | — | — | $41 | <0.1% | |
| American Century Emerging Markets Inv | Other securities | — | — | $38 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
