Filings through Oct 24, 2026.

Barry Isett & Associates, Inc.

EIN 23-2489372information technology and servicesLatest filing 2025

Plans

Retirement

$37.3M assets

Health & Benefits

$265K premiums

Participants

923

5420 CRACKERSPORT RD - ALLENTOWN, PA 18104610-398-0904barryisett.comLinkedIn201-500 employeesinformation technology and services

Plans on this EIN

3 filings

#001401(k)-$28.3M - 324 part #002ESOP-$9.0M - 332 part #501Mixed-$265K - 267 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $37.3M assets / 656 participants

Assets by plan

Share of aggregate retirement assets

401(K) PS PLAN (#001)$28.3M
EMPLOYEE STOCK OWNERSHIP (#002)$9.0M

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

THE VANGUARD GROUP, INC.$28.3M
(Not disclosed)$9.0M

Participants by plan

Active + retired + deferred vested

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

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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001