How big is ISA Ventures Fund Management, LLC's plan?

ISA Ventures Fund Management, LLC's plan reported $607K in assets and 7 participants for 2025.

Original filing (PDF)20260430103831NAL0006684227001

ISA Ventures Fund Management, LLC

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

Form 5500-SF

FILING_RECEIVED

ISA Ventures Fund Management, LLC 401(k) Plan

401(k) retirement plan · ISA Ventures Fund Management, LLC's ISA Ventures Fund Management, LLC 401(k) Plan held $607K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$607K

Net assets (EOY)

$607K

People on this filing

Eric Engelmann signed ISA Ventures Fund Management, LLC's 2025 Form 5500 as plan administrator.

Eric Engelmann — 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

ISA Ventures Fund Management, LLC's EIN is 84-2670389.

EIN 84-2670389

Plan number 001

Plan year 2025

ACK ID 20260430103831NAL0006684227001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

ISA Ventures Fund Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ISA VENTURES FUND MANAGEMENT, 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 (86th percentile).

Plan sponsor

Name

ISA VENTURES FUND MANAGEMENT, LLC

EIN

all filings

Address

460 12TH AVENUE SE · STE 100 · CEDAR RAPIDS, IA · 52401

Phone

(319) 214-0122

Industry

Finance & Insurance

Plan administrator