How big is Tanya Isaak's plan?

Tanya Isaak's plan reported $28K in assets and 4 participants for 2024.

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Original filing (PDF)20250717130813NAL0000483760001

Tanya Isaak

Name: Tanya Isaak — Form 5500 (2024)
Creator: Tanya Isaak
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tanya Isaak

401(k) retirement plan · Tanya Isaak held $28K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

People on this filing

Nick Rice signed Tanya Isaak's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Tanya Isaak's EIN is 86-1257088.

EIN 86-1257088

Plan number 001

Plan year 2024

ACK ID 20250717130813NAL0000483760001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tanya Isaak's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TANYA ISAAK

EIN

all filings

Address

1759 OCEANSIDE BLVD · STE C126 · OCEANSIDE, CA · 92054

Phone

(760) 878-7833

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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