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Original filing (PDF)20251009101011NAL0006419105001
ISG DIFFERENCE, INC.
Form 5500
FILING_RECEIVED
ISG EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
97% in single holdingNo recordkeeper disclosed
Active participants
454
Accounts w/ balance
529
Plan assets (EOY)
$91.1M
Net assets (EOY)
$89.6M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "ISG Difference, Inc." is 97% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISG DIFFERENCE, INC..
Plan sponsor
Name
ISG DIFFERENCE, INC.
EIN
99-0480978
Address
115 E HICKORY STREET, SUITE 300 · MANKATO, MN · 56002
Phone
(608) 789-2034
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
ABDO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $90.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISG Difference, Inc. | — | — | — | $88.6M | 97.3% | |
| Vanguard | — | — | — | $2.3M | 2.5% |
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