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Department of Labor filing

INSTITUTIONAL SHAREHOLDER SERVICES

INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

84filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$10,957

Reported employer contributions per active participant.

Higher than about 80% of comparable plans
#People in the filing
752

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$7 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 93% of comparable plans
↗Investment performance
Not available

Plan assets changed 18.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202484out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions80th percentileTypical peer $5,480 · based on 127 comparable plans
Lower reported administrative expense93rd percentileTypical peer $80 · based on 123 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, INSTITUTIONAL SHAREHOLDER SERVICES reported $8,239,893 in employer contributions across the plan and 752 active participants. That works out to $10,957 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy61%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 11.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 29.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context84/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$8,239,893
Participant contributions
$8,337,019
Other contributions
$537,684
Employer share of reported contributions
49.7%
Beginning assets
$160,791,721
Ending assets
$190,819,156
Ending net assets
$190,819,156
Ending liabilities
$0
Total income
$39,486,511
Total expenses
$9,459,076
Administrative expenses
$8,336
Participant loans
$933,951

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$12,425
2023
$10,432
2024
$10,957
Plan-paid administrative expenses per participant
2022
$10
2023
$7
2024
$7
Active participants
2022
762
2023
771
2024
752
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$10,957752190.8M20251013143903NAL0002211312001
2023$10,432771160.8M20241014105215NAL0027081713001
2022$12,425762128.5M20231012133758NAL0020458163001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.5%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
061541449-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Apr 22, 2014
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2R2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
1919 INVESTMENT COUNSEL2024Not reportedunknown
AMERICAN BEACON2024Not reportedunknown
AMERICAN FUNDS2024Not reportedunknown
BLACKROCK FUNDS2024Not reportedunknown
CHARLES SCHWAB INVESTMENT MGMT, INC2024Not reportedunknown
DRIEHAUS CAPITAL MANAGEMENT2024Not reportedunknown
FIDELITY INVESTMENTS INST2024Not reportedunknown
HARBOR FUNDS2024Not reportedunknown
JOHN HANCOCK2024Not reportedunknown
LOOMIS SAYLES2024Not reportedunknown
MFS DISTRIBUTORS INC2024Not reportedunknown
PIMCO FUNDS DIST INST2024Not reportedunknown
PRINCIPAL INVESTMENTS2024Not reportedunknown
PRUDENTIAL MUTUAL FUND SERVICES LLC2024Not reportedunknown
VANGUARD MARKETING CORP2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251013143903NAL0002211312001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗