ISM INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 95-4308515 | Plan No. 002 ]

Form 5500 filing classifies ISM INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST as a 401(k) plan, sponsored by ISM INVESTMENTS. The plan is a Small Plan with 25 participants and total assets of $189,627 reported for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: ISM INVESTMENTS

Location: PO BOX 16877, IRVINE, CA 92623

EIN: 954308515

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 25

Total Assets: $189,627

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