Original filing (PDF)20260409090938NAL0007023155001

Isolve Investments, LLC

Name: Isolve Investments, LLC — Isolve Investments, LLC, Form 5500 (2025)
Creator: Isolve Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Isolve Investments, LLC 401(k) Plan

401(k) retirement plan · Isolve Investments, LLC's Isolve Investments, LLC 401(k) Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Shirley Horner signed Isolve Investments, LLC's 2025 Form 5500 as plan administrator.

Shirley Horner — 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

Isolve Investments, LLC's EIN is 92-2773436.

EIN 92-2773436

Plan number 001

Plan year 2025

ACK ID 20260409090938NAL0007023155001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Isolve Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Isolve Investments, 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 ISOLVE INVESTMENTS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score