Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
ISAACS & ASSOCIATES, INC.
EIN 91-1110351machineryLatest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
9
3380 E ISAACS AVENUE - WALLA WALLA, WA 993620000509-529-2286isaacstech.comLinkedIn1-10 employeesmachinery
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 9 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
ISAACS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST
401k
Assets$4.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ISAACS & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ISAACS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST | 401k | $4.7M | 5 | 2025 | |
| 002 | ISAACS & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $1.2M | 4 | 2024 |
Retirement plans