How big is ISOS Capital Management's plan?

ISOS Capital Management's plan reported $139K in assets and 3 participants for 2024.

Original filing (PDF)20250709090032NAL0003207363001

ISOS Capital Management

Name: ISOS Capital Management — ISOS Capital Management, Form 5500 (2024)
Creator: ISOS Capital Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ISOS Capital Management 401(k) Plan

401(k) retirement plan · ISOS Capital Management's ISOS Capital Management 401(k) Plan held $139K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$139K

Net assets (EOY)

$139K

Plan identifiers

ISOS Capital Management's EIN is 85-3798122.

EIN 85-3798122

Plan number 001

Plan year 2024

ACK ID 20250709090032NAL0003207363001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ISOS Capital Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ISOS Capital Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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