Search public Form 5500 filings

Plans

• planIsaacson Retirement PlanFinancial statementProvider compensation2023 filing
  $42.5Mreported assets (EOY)
  Sponsor: Isaacson MillerEIN: 04-3061714Plan: 001Participants: 378Assets: $42,490,956Location: Boston, MALatest: 2023
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• planIsaacson Miller, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $30.6Mreported assets (EOY)
  Sponsor: Isaacson Miller, Inc.EIN: 04-3061714Plan: 002Participants: 373Assets: $30,611,648Location: Boston, MALatest: 2023
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• planIsaacson Miller Wrap Health And Welfare Plan2023 filing
  Sponsor: Isaacson MillerEIN: 04-3061714Plan: 501Participants: 204Assets: not reported in the loaded datasetLocation: Boston, MALatest: 2023
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