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Sponsor portfolio

JAMES B ISAACSON

EIN 47-0689581-Agriculture, Forestry, Fishing and Hunting-Latest filing 2025
Plans
2
Retirement
2
$770K assets
Welfare
0
Participants
6
2101 E HWY 6 - HOLDREGE, NE 68949308-991-1948
Plans on this EIN
2 filings
#002CashBalance-$662K - 3 part#001401k-$108K - 3 part

Retirement portfolio analytics

2 plans aggregated / $770K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • CASH BALANCE PLAN (#002)86%
  • B ISAACSON 401(K) (#001)14%
Total $770KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • B ISAACSON 401(K) (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JAMES B ISAACSON CASH BALANCE PLAN

CashBalance

Assets$662K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JAMES B ISAACSON 401(K) PLAN

401k

Assets$108K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JAMES B ISAACSON CASH BALANCE PLANCashBalance$662K32024
001JAMES B ISAACSON 401(K) PLAN401k$108K32025
Retirement plans
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