Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
MURRAY FINANCIAL GROUP, LLC DBA ISC FINANCIAL ADVISORS
EIN 45-0834412Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$11.8M assets
Welfare
0
Participants
31
200 NORTH BROADWAY AVENUE - ALBERT LEA, MN 56007507-373-8216
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.8M assets / 31 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ISC FINANCIAL ADVISORS 401(K) PLAN & TRUST
401k
Assets$10.4M
Participants19
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
ISC FINANCIAL ADVISORS CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ISC FINANCIAL ADVISORS 401(K) PLAN & TRUST | 401k | $10.4M | 19 | 2024 | |
| 003 | ISC FINANCIAL ADVISORS CASH BALANCE PLAN | CashBalance | $1.4M | 12 | 2024 |
Retirement plans