Isaacson Retirement Plan
Sponsored by Isaacson Miller · EIN 043061714 · Plan #001
- Total assets
- $48.4M
- Net assets
- $48.4M
- Active participants
- 242
- With balances
- 345
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rpw Solutions Llc | Contract administrator, Consulting (pension), Participant loan processing | $44,657 |
| Global Retirement Partners Llc | Securities brokerage, Other fees | $41,135 |
| Empower Life & Annuity Insurance | Recordkeeping fees | $37,511 |