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  1. Companies/
  2. Joel Isaacson & Co., LLC

Filings through Oct 24, 2026.

Joel Isaacson & Co., LLC

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

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

JOEL ISAACSON & CO. RETIREMENT PLAN

401(k)

Assets$41.7M
Participants58
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JOEL ISAACSON & CO. RETIREMENT PLAN401(k)$41.7M582025
  • JOEL ISAACSON & CO. RETIREMENT PLAN$41.7M
    #001 · 401(k) · 202558
Retirement plans
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