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JOEL ISAACSON & CO., LLC

EIN 27-1207072-financial services-Latest filing 2025
Plans
1
Retirement
1
$41.7M assets
Welfare
0
Participants
58
546 FIFTH AVENUE, 22ND FLOOR - NEW YORK, NY 10036212-302-6300joelisaacson.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$41.7M - 58 part

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Retirement#001

JOEL ISAACSON & CO. RETIREMENT PLAN

401k

Assets$41.7M
Participants58
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOEL ISAACSON & CO. RETIREMENT PLAN401k$41.7M582025
Retirement plans
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