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Sponsor portfolio

BARRY ISETT & ASSOCIATES, INC.

EIN 23-2489372-information technology and services-Latest filing 2025
Plans
3
Retirement
2
$34.7M assets
Welfare
1
$265K premiums
Participants
913
5420 CRACKERSPORT RD - ALLENTOWN, PA 18104610-398-0904barryisett.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$28.3M - 324 part#002ESOP-$6.4M - 322 part#501Mixed-$265K - 267 lives

Retirement portfolio analytics

2 plans aggregated / $34.7M assets / 646 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • 401(K) PS PLAN (#001)82%
  • EMPLOYEE STOCK OWNERSHIP (#002)18%
Total $34.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
82%top
  • THE VANGUARD GROUP, INC.82%
  • (Not disclosed)18%
Total $34.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PS PLAN (#001)324
  • EMPLOYEE STOCK OWNERSHIP (#002)322
Total 646Click row to drill in

Benefits portfolio analytics

1 plan / $265K premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$90K
  • Long-term disability$66K
  • Short-term disability$49K
  • Life$34K
  • Other$34K
  • Vision$25K
Total $265K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • STANDARD INSURANCE COMPANY66%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA34%
Total $265K2 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • JAMES R NELLIGAN & ASSOCIATES LLC52%
  • THE EQUINOX AGENCY LLC46%
  • GALLAGHER BENEFIT SERVICES, INC.1%
Total $33K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BARRY ISETT & ASSOCIATES INC 401(K) PS PLAN

401k

Assets$28.3M
Participants324
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BARRY ISETT & ASSOCIATES INC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.4M
Participants322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BARRY ISETT & ASSOCIATES INC EMPLOYEE WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$265K
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BARRY ISETT & ASSOCIATES INC 401(K) PS PLAN401k$28.3M3242025
002BARRY ISETT & ASSOCIATES INC EMPLOYEE STOCK OWNERSHIP PLANESOP$6.4M3222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BARRY ISETT & ASSOCIATES INC EMPLOYEE WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$265K2672025
Retirement plans
Welfare plans
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