Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
ISAKOV MANAGEMENT COMPANY LLC
EIN 45-1269801Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
12
5 DUPONT CT - BROOKVILLE, NY 11548212-300-6895
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 12 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#001
ISAKOV GROUP INC 401K PLAN
401k
Assets$2.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ISAKOV MANAGEMENT COMPANY LLC CASH BALANCE PLAN
CashBalance
Assets$528K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ISAKOV GROUP INC 401K PLAN | 401k | $2.1M | 6 | 2024 | |
| 002 | ISAKOV MANAGEMENT COMPANY LLC CASH BALANCE PLAN | CashBalance | $528K | 6 | 2024 |
Retirement plans