P 401(k) Plan Report

Stable plan record

ISIS WEALTH MANAGEMENT, LTD. 401(K) U/A DTD 11/23/09

Sponsored by BRICKWORK FINANCIAL PLANNING LTD · EIN/PN 271366503-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$6,861
Administrative cost per participant
2025
Not reported
Active participants
2025
2
Total plan assets
2025
$284,781
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260720130009NAL00074957310052$6,861
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.