Civic Intelligence

Institutional Shareholder Services Inc.

Plan context: Institutional Shareholder Services Inc. 401(K)

EIN 06-1541449 • 37 filings • 8 plans

Current Snapshot

Latest Year

2024

2024 Participants

752

2024 Assets

$190,819,156

2024 Contributions

$17,114,596

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$190,819,156$95,409,578$0200020162024YearValue
$190,819,156Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

7713860200020162024YearValue
752Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242752$190,819,156$17,114,596$22,759iApproximate average salary by contribution assumption: employee only about $568,969 at 4% or $379,313 at 6%; with 50% employer match about $379,313 at 4% or $252,875 at 6%; with 100% employer match about $284,485 at 4% or $189,656 at 6%.
Institutional Shareholder Services Inc. 401(K)-752$190,819,156$17,114,596$22,759iApproximate average salary by contribution assumption: employee only about $568,969 at 4% or $379,313 at 6%; with 50% employer match about $379,313 at 4% or $252,875 at 6%; with 100% employer match about $284,485 at 4% or $189,656 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-738---
20232771$160,791,721$16,453,983$21,341iApproximate average salary by contribution assumption: employee only about $533,527 at 4% or $355,685 at 6%; with 50% employer match about $355,685 at 4% or $237,123 at 6%; with 100% employer match about $266,764 at 4% or $177,842 at 6%.
Institutional Shareholder Services Inc. 401(K)-771$160,791,721$16,453,983$21,341iApproximate average salary by contribution assumption: employee only about $533,527 at 4% or $355,685 at 6%; with 50% employer match about $355,685 at 4% or $237,123 at 6%; with 100% employer match about $266,764 at 4% or $177,842 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-747---
20222762$128,482,341$18,641,953$24,465iApproximate average salary by contribution assumption: employee only about $611,613 at 4% or $407,742 at 6%; with 50% employer match about $407,742 at 4% or $271,828 at 6%; with 100% employer match about $305,806 at 4% or $203,871 at 6%.
Institutional Shareholder Services Inc. 401(K)-762$128,482,341$18,641,953$24,465iApproximate average salary by contribution assumption: employee only about $611,613 at 4% or $407,742 at 6%; with 50% employer match about $407,742 at 4% or $271,828 at 6%; with 100% employer match about $305,806 at 4% or $203,871 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-755---
20212658$143,706,327$13,798,869$20,971iApproximate average salary by contribution assumption: employee only about $524,273 at 4% or $349,515 at 6%; with 50% employer match about $349,515 at 4% or $233,010 at 6%; with 100% employer match about $262,137 at 4% or $174,758 at 6%.
Institutional Shareholder Services Inc. 401(K)-658$143,706,327$13,798,869$20,971iApproximate average salary by contribution assumption: employee only about $524,273 at 4% or $349,515 at 6%; with 50% employer match about $349,515 at 4% or $233,010 at 6%; with 100% employer match about $262,137 at 4% or $174,758 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-652---
20202684$118,703,381$13,276,289$19,410iApproximate average salary by contribution assumption: employee only about $485,244 at 4% or $323,496 at 6%; with 50% employer match about $323,496 at 4% or $215,664 at 6%; with 100% employer match about $242,622 at 4% or $161,748 at 6%.
Institutional Shareholder Services Inc. 401(K)-684$118,703,381$13,276,289$19,410iApproximate average salary by contribution assumption: employee only about $485,244 at 4% or $323,496 at 6%; with 50% employer match about $323,496 at 4% or $215,664 at 6%; with 100% employer match about $242,622 at 4% or $161,748 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-679---
20192441$71,229,681$7,726,864$17,521iApproximate average salary by contribution assumption: employee only about $438,031 at 4% or $292,021 at 6%; with 50% employer match about $292,021 at 4% or $194,680 at 6%; with 100% employer match about $219,015 at 4% or $146,010 at 6%.
Institutional Shareholder Services Inc. 401(K)-441$71,229,681$7,726,864$17,521iApproximate average salary by contribution assumption: employee only about $438,031 at 4% or $292,021 at 6%; with 50% employer match about $292,021 at 4% or $194,680 at 6%; with 100% employer match about $219,015 at 4% or $146,010 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-384---
20182435$52,683,340$7,862,202$18,074iApproximate average salary by contribution assumption: employee only about $451,851 at 4% or $301,234 at 6%; with 50% employer match about $301,234 at 4% or $200,823 at 6%; with 100% employer match about $225,925 at 4% or $150,617 at 6%.
Institutional Shareholder Services Inc. 401(K)-435$52,683,340$7,862,202$18,074iApproximate average salary by contribution assumption: employee only about $451,851 at 4% or $301,234 at 6%; with 50% employer match about $301,234 at 4% or $200,823 at 6%; with 100% employer match about $225,925 at 4% or $150,617 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-372---
20172364$49,758,276$5,969,738$16,400iApproximate average salary by contribution assumption: employee only about $410,009 at 4% or $273,340 at 6%; with 50% employer match about $273,340 at 4% or $182,226 at 6%; with 100% employer match about $205,005 at 4% or $136,670 at 6%.
Institutional Shareholder Services Inc. 401(K)-364$49,758,276$5,969,738$16,400iApproximate average salary by contribution assumption: employee only about $410,009 at 4% or $273,340 at 6%; with 50% employer match about $273,340 at 4% or $182,226 at 6%; with 100% employer match about $205,005 at 4% or $136,670 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-364---
20162310$38,325,538$5,401,311$17,424iApproximate average salary by contribution assumption: employee only about $435,590 at 4% or $290,393 at 6%; with 50% employer match about $290,393 at 4% or $193,595 at 6%; with 100% employer match about $217,795 at 4% or $145,197 at 6%.
Institutional Shareholder Services Inc. 401(K)-304$38,325,538$5,401,311$17,767iApproximate average salary by contribution assumption: employee only about $444,187 at 4% or $296,125 at 6%; with 50% employer match about $296,125 at 4% or $197,416 at 6%; with 100% employer match about $222,093 at 4% or $148,062 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-310---
20152304$31,246,450$4,707,397$15,485iApproximate average salary by contribution assumption: employee only about $387,121 at 4% or $258,081 at 6%; with 50% employer match about $258,081 at 4% or $172,054 at 6%; with 100% employer match about $193,561 at 4% or $129,040 at 6%.
Institutional Shareholder Services Inc. 401(K)-304$31,246,450$4,707,397$15,485iApproximate average salary by contribution assumption: employee only about $387,121 at 4% or $258,081 at 6%; with 50% employer match about $258,081 at 4% or $172,054 at 6%; with 100% employer match about $193,561 at 4% or $129,040 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-304---
20142300$26,850,357$2,055,054$6,850iApproximate average salary by contribution assumption: employee only about $171,255 at 4% or $114,170 at 6%; with 50% employer match about $114,170 at 4% or $76,113 at 6%; with 100% employer match about $85,627 at 4% or $57,085 at 6%.
Institutional Shareholder Services Inc. 401(K)-300$26,850,357$2,055,054$6,850iApproximate average salary by contribution assumption: employee only about $171,255 at 4% or $114,170 at 6%; with 50% employer match about $114,170 at 4% or $76,113 at 6%; with 100% employer match about $85,627 at 4% or $57,085 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-289---
200720$0$2,992,651-
Institutional Shareholder Services Inc. 401(K)-0-$2,992,651-
Institutional Shareholder Services Inc. Welfare Benefit Plan-0---
20062379$17,714,994$2,793,012$7,369iApproximate average salary by contribution assumption: employee only about $184,236 at 4% or $122,824 at 6%; with 50% employer match about $122,824 at 4% or $81,882 at 6%; with 100% employer match about $92,118 at 4% or $61,412 at 6%.
Institutional Shareholder Services Inc. 401(K)-376$17,714,994$2,793,012$7,428iApproximate average salary by contribution assumption: employee only about $185,706 at 4% or $123,804 at 6%; with 50% employer match about $123,804 at 4% or $82,536 at 6%; with 100% employer match about $92,853 at 4% or $61,902 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-379---
20052376$9,050,131$2,108,349$5,607iApproximate average salary by contribution assumption: employee only about $140,183 at 4% or $93,455 at 6%; with 50% employer match about $93,455 at 4% or $62,303 at 6%; with 100% employer match about $70,091 at 4% or $46,728 at 6%.
Institutional Shareholder Services Inc. 401(K)-282$9,050,131$2,108,349$7,476iApproximate average salary by contribution assumption: employee only about $186,910 at 4% or $124,607 at 6%; with 50% employer match about $124,607 at 4% or $83,071 at 6%; with 100% employer match about $93,455 at 4% or $62,303 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-376---
20042292$7,064,378$2,056,920$7,044iApproximate average salary by contribution assumption: employee only about $176,106 at 4% or $117,404 at 6%; with 50% employer match about $117,404 at 4% or $78,269 at 6%; with 100% employer match about $88,053 at 4% or $58,702 at 6%.
Institutional Shareholder Services Inc. 401(K)-262$7,064,378$2,056,920$7,851iApproximate average salary by contribution assumption: employee only about $196,271 at 4% or $130,847 at 6%; with 50% employer match about $130,847 at 4% or $87,232 at 6%; with 100% employer match about $98,135 at 4% or $65,424 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-292---
20032296$4,614,141$1,416,496$4,785iApproximate average salary by contribution assumption: employee only about $119,636 at 4% or $79,758 at 6%; with 50% employer match about $79,758 at 4% or $53,172 at 6%; with 100% employer match about $59,818 at 4% or $39,879 at 6%.
Institutional Shareholder Services Inc. 401(K)-178$4,614,141$1,416,496$7,958iApproximate average salary by contribution assumption: employee only about $198,946 at 4% or $132,631 at 6%; with 50% employer match about $132,631 at 4% or $88,420 at 6%; with 100% employer match about $99,473 at 4% or $66,315 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-296---
20022263$2,819,027$1,164,259$4,427iApproximate average salary by contribution assumption: employee only about $110,671 at 4% or $73,781 at 6%; with 50% employer match about $73,781 at 4% or $49,187 at 6%; with 100% employer match about $55,336 at 4% or $36,890 at 6%.
Institutional Shareholder Services Inc. 401(K)-161$2,819,027$1,164,259$7,231iApproximate average salary by contribution assumption: employee only about $180,786 at 4% or $120,524 at 6%; with 50% employer match about $120,524 at 4% or $80,349 at 6%; with 100% employer match about $90,393 at 4% or $60,262 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-263---
20012227$2,613,965$313,126$1,379iApproximate average salary by contribution assumption: employee only about $34,485 at 4% or $22,990 at 6%; with 50% employer match about $22,990 at 4% or $15,327 at 6%; with 100% employer match about $17,243 at 4% or $11,495 at 6%.
Institutional Shareholder Services Inc. 401(K)-211$2,613,965$313,126$1,484iApproximate average salary by contribution assumption: employee only about $37,100 at 4% or $24,733 at 6%; with 50% employer match about $24,733 at 4% or $16,489 at 6%; with 100% employer match about $18,550 at 4% or $12,367 at 6%.
Institutional Shareholder Services Inc. Welfare Benefit Plan-227---
2000134$228,747$161,534$4,751iApproximate average salary by contribution assumption: employee only about $118,775 at 4% or $79,183 at 6%; with 50% employer match about $79,183 at 4% or $52,789 at 6%; with 100% employer match about $59,388 at 4% or $39,592 at 6%.
Institutional Shareholder Services Inc. 401(K)-34$228,747$161,534$4,751iApproximate average salary by contribution assumption: employee only about $118,775 at 4% or $79,183 at 6%; with 50% employer match about $79,183 at 4% or $52,789 at 6%; with 100% employer match about $59,388 at 4% or $39,592 at 6%.