Civic Intelligence

Individual Investor Group Inc.

Plan context: Individual Investor Group Inc. 401K Retirement Plan

EIN 13-3487784 • New York, NY • 35 filings • 10 plans

245 Park Ave, 35th FloorNew York, NY 10167
Current Snapshot

Latest Year

2024

2024 Participants

195

2024 Assets

$45,131,204

2024 Contributions

$4,890,701

Historical Graphs

Total Assets Over Time

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

$45,131,204$22,565,602$0199920142024YearValue
$45,131,204Latest year 2024

Participants Over Time

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

2541270199920122024YearValue
195Latest 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
20241195$45,131,204$4,890,701$25,081iApproximate average salary by contribution assumption: employee only about $627,013 at 4% or $418,009 at 6%; with 50% employer match about $418,009 at 4% or $278,672 at 6%; with 100% employer match about $313,506 at 4% or $209,004 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-195$45,131,204$4,890,701$25,081iApproximate average salary by contribution assumption: employee only about $627,013 at 4% or $418,009 at 6%; with 50% employer match about $418,009 at 4% or $278,672 at 6%; with 100% employer match about $313,506 at 4% or $209,004 at 6%.
20232203$38,425,100$4,512,088$22,227iApproximate average salary by contribution assumption: employee only about $555,676 at 4% or $370,451 at 6%; with 50% employer match about $370,451 at 4% or $246,967 at 6%; with 100% employer match about $277,838 at 4% or $185,225 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-191$38,425,100$4,512,088$23,623iApproximate average salary by contribution assumption: employee only about $590,587 at 4% or $393,725 at 6%; with 50% employer match about $393,725 at 4% or $262,483 at 6%; with 100% employer match about $295,294 at 4% or $196,862 at 6%.
Wisdomtree Investments Inc. Welfare Benefit Plan-203---
20222196$29,277,744$4,133,935$21,092iApproximate average salary by contribution assumption: employee only about $527,288 at 4% or $351,525 at 6%; with 50% employer match about $351,525 at 4% or $234,350 at 6%; with 100% employer match about $263,644 at 4% or $175,763 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-168$29,277,744$4,133,935$24,607iApproximate average salary by contribution assumption: employee only about $615,169 at 4% or $410,113 at 6%; with 50% employer match about $410,113 at 4% or $273,408 at 6%; with 100% employer match about $307,584 at 4% or $205,056 at 6%.
Wisdomtree Investments Inc. Welfare Benefit Plan-196---
20212173$30,818,399$3,285,344$18,990iApproximate average salary by contribution assumption: employee only about $474,761 at 4% or $316,507 at 6%; with 50% employer match about $316,507 at 4% or $211,005 at 6%; with 100% employer match about $237,380 at 4% or $158,254 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-138$30,818,399$3,285,344$23,807iApproximate average salary by contribution assumption: employee only about $595,171 at 4% or $396,781 at 6%; with 50% employer match about $396,781 at 4% or $264,520 at 6%; with 100% employer match about $297,586 at 4% or $198,390 at 6%.
Wisdomtree Investments Inc. Welfare Benefit Plan-173---
20202150$24,598,859$3,258,643$21,724iApproximate average salary by contribution assumption: employee only about $543,107 at 4% or $362,071 at 6%; with 50% employer match about $362,071 at 4% or $241,381 at 6%; with 100% employer match about $271,554 at 4% or $181,036 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-138$24,598,859$3,258,643$23,613iApproximate average salary by contribution assumption: employee only about $590,334 at 4% or $393,556 at 6%; with 50% employer match about $393,556 at 4% or $262,371 at 6%; with 100% employer match about $295,167 at 4% or $196,778 at 6%.
Wisdomtree Investments Inc. Welfare Benefit Plan-150---
20192140$22,205,378$3,002,925$21,449iApproximate average salary by contribution assumption: employee only about $536,237 at 4% or $357,491 at 6%; with 50% employer match about $357,491 at 4% or $238,327 at 6%; with 100% employer match about $268,118 at 4% or $178,746 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-138$22,205,378$3,002,925$21,760iApproximate average salary by contribution assumption: employee only about $544,008 at 4% or $362,672 at 6%; with 50% employer match about $362,672 at 4% or $241,781 at 6%; with 100% employer match about $272,004 at 4% or $181,336 at 6%.
Wisdomtree Investments Inc. Welfare Benefit Plan-140---
20182147$19,200,512$3,243,485$22,065iApproximate average salary by contribution assumption: employee only about $551,613 at 4% or $367,742 at 6%; with 50% employer match about $367,742 at 4% or $245,161 at 6%; with 100% employer match about $275,807 at 4% or $183,871 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-145$19,200,512$3,243,485$22,369iApproximate average salary by contribution assumption: employee only about $559,222 at 4% or $372,814 at 6%; with 50% employer match about $372,814 at 4% or $248,543 at 6%; with 100% employer match about $279,611 at 4% or $186,407 at 6%.
Wisdomtree Investments Inc. Welfare Benefit Plan-147---
20172154$20,150,950$3,315,245$21,528iApproximate average salary by contribution assumption: employee only about $538,189 at 4% or $358,793 at 6%; with 50% employer match about $358,793 at 4% or $239,195 at 6%; with 100% employer match about $269,095 at 4% or $179,396 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-150$20,150,950$3,315,245$22,102iApproximate average salary by contribution assumption: employee only about $552,541 at 4% or $368,361 at 6%; with 50% employer match about $368,361 at 4% or $245,574 at 6%; with 100% employer match about $276,270 at 4% or $184,180 at 6%.
Wisdomtree Investments Inc. Welfare Benefit Plan-154---
20162158$14,606,426$2,806,126$17,760iApproximate average salary by contribution assumption: employee only about $444,007 at 4% or $296,005 at 6%; with 50% employer match about $296,005 at 4% or $197,337 at 6%; with 100% employer match about $222,004 at 4% or $148,002 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-150$14,606,426$2,806,126$18,708iApproximate average salary by contribution assumption: employee only about $467,688 at 4% or $311,792 at 6%; with 50% employer match about $311,792 at 4% or $207,861 at 6%; with 100% employer match about $233,844 at 4% or $155,896 at 6%.
Wisdomtree Investments Inc. Welfare Benefit Plan-158---
20152155$10,618,417$2,965,716$19,134iApproximate average salary by contribution assumption: employee only about $478,341 at 4% or $318,894 at 6%; with 50% employer match about $318,894 at 4% or $212,596 at 6%; with 100% employer match about $239,171 at 4% or $159,447 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-120$10,618,417$2,965,716$24,714iApproximate average salary by contribution assumption: employee only about $617,858 at 4% or $411,905 at 6%; with 50% employer match about $411,905 at 4% or $274,603 at 6%; with 100% employer match about $308,929 at 4% or $205,953 at 6%.
Wisdomtree Investments Inc. Welfare Benefit Plan-155---
20142254$8,329,195$1,765,891$6,952iApproximate average salary by contribution assumption: employee only about $173,808 at 4% or $115,872 at 6%; with 50% employer match about $115,872 at 4% or $77,248 at 6%; with 100% employer match about $86,904 at 4% or $57,936 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-119$8,329,195$1,765,891$14,839iApproximate average salary by contribution assumption: employee only about $370,986 at 4% or $247,324 at 6%; with 50% employer match about $247,324 at 4% or $164,882 at 6%; with 100% employer match about $185,493 at 4% or $123,662 at 6%.
Wisdomtree Investments Inc. Welfare Benefit Plan-254---
20131101$6,466,584$1,506,860$14,919iApproximate average salary by contribution assumption: employee only about $372,985 at 4% or $248,657 at 6%; with 50% employer match about $248,657 at 4% or $165,771 at 6%; with 100% employer match about $186,493 at 4% or $124,328 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-101$6,466,584$1,506,860$14,919iApproximate average salary by contribution assumption: employee only about $372,985 at 4% or $248,657 at 6%; with 50% employer match about $248,657 at 4% or $165,771 at 6%; with 100% employer match about $186,493 at 4% or $124,328 at 6%.
2012184$4,195,080$666,849$7,939iApproximate average salary by contribution assumption: employee only about $198,467 at 4% or $132,311 at 6%; with 50% employer match about $132,311 at 4% or $88,208 at 6%; with 100% employer match about $99,233 at 4% or $66,156 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-84$4,195,080$666,849$7,939iApproximate average salary by contribution assumption: employee only about $198,467 at 4% or $132,311 at 6%; with 50% employer match about $132,311 at 4% or $88,208 at 6%; with 100% employer match about $99,233 at 4% or $66,156 at 6%.
2011180$3,164,616$621,537$7,769iApproximate average salary by contribution assumption: employee only about $194,230 at 4% or $129,487 at 6%; with 50% employer match about $129,487 at 4% or $86,325 at 6%; with 100% employer match about $97,115 at 4% or $64,743 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-80$3,164,616$621,537$7,769iApproximate average salary by contribution assumption: employee only about $194,230 at 4% or $129,487 at 6%; with 50% employer match about $129,487 at 4% or $86,325 at 6%; with 100% employer match about $97,115 at 4% or $64,743 at 6%.
2010168$2,787,060$526,147$7,737iApproximate average salary by contribution assumption: employee only about $193,436 at 4% or $128,958 at 6%; with 50% employer match about $128,958 at 4% or $85,972 at 6%; with 100% employer match about $96,718 at 4% or $64,479 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-68$2,787,060$526,147$7,737iApproximate average salary by contribution assumption: employee only about $193,436 at 4% or $128,958 at 6%; with 50% employer match about $128,958 at 4% or $85,972 at 6%; with 100% employer match about $96,718 at 4% or $64,479 at 6%.
2009186$2,152,087$554,410$6,447iApproximate average salary by contribution assumption: employee only about $161,166 at 4% or $107,444 at 6%; with 50% employer match about $107,444 at 4% or $71,629 at 6%; with 100% employer match about $80,583 at 4% or $53,722 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-86$2,152,087$554,410$6,447iApproximate average salary by contribution assumption: employee only about $161,166 at 4% or $107,444 at 6%; with 50% employer match about $107,444 at 4% or $71,629 at 6%; with 100% employer match about $80,583 at 4% or $53,722 at 6%.
2008171$1,141,084$620,602$8,741iApproximate average salary by contribution assumption: employee only about $218,522 at 4% or $145,681 at 6%; with 50% employer match about $145,681 at 4% or $97,121 at 6%; with 100% employer match about $109,261 at 4% or $72,841 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-71$1,141,084$620,602$8,741iApproximate average salary by contribution assumption: employee only about $218,522 at 4% or $145,681 at 6%; with 50% employer match about $145,681 at 4% or $97,121 at 6%; with 100% employer match about $109,261 at 4% or $72,841 at 6%.
2007147$0$0-
Individual Investor Group Inc. 401K Retirement Plan-47---
2006128$719,147$224,997$8,036iApproximate average salary by contribution assumption: employee only about $200,890 at 4% or $133,927 at 6%; with 50% employer match about $133,927 at 4% or $89,285 at 6%; with 100% employer match about $100,445 at 4% or $66,963 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-28$719,147$224,997$8,036iApproximate average salary by contribution assumption: employee only about $200,890 at 4% or $133,927 at 6%; with 50% employer match about $133,927 at 4% or $89,285 at 6%; with 100% employer match about $100,445 at 4% or $66,963 at 6%.
200517$422,939$41,143$5,878iApproximate average salary by contribution assumption: employee only about $146,939 at 4% or $97,960 at 6%; with 50% employer match about $97,960 at 4% or $65,306 at 6%; with 100% employer match about $73,470 at 4% or $48,980 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-7$422,939$41,143$5,878iApproximate average salary by contribution assumption: employee only about $146,939 at 4% or $97,960 at 6%; with 50% employer match about $97,960 at 4% or $65,306 at 6%; with 100% employer match about $73,470 at 4% or $48,980 at 6%.
200413$356,041$12,150$4,050iApproximate average salary by contribution assumption: employee only about $101,250 at 4% or $67,500 at 6%; with 50% employer match about $67,500 at 4% or $45,000 at 6%; with 100% employer match about $50,625 at 4% or $33,750 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-3$356,041$12,150$4,050iApproximate average salary by contribution assumption: employee only about $101,250 at 4% or $67,500 at 6%; with 50% employer match about $67,500 at 4% or $45,000 at 6%; with 100% employer match about $50,625 at 4% or $33,750 at 6%.
200313$0$0-
Individual Investor Group Inc. 401K Retirement Plan-3---
2001111$0$0-
Individual Investor Group Inc. 401K Retirement Plan-11---
2000168$1,165,989$411,790$6,056iApproximate average salary by contribution assumption: employee only about $151,393 at 4% or $100,929 at 6%; with 50% employer match about $100,929 at 4% or $67,286 at 6%; with 100% employer match about $75,697 at 4% or $50,464 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-68$1,165,989$411,790$6,056iApproximate average salary by contribution assumption: employee only about $151,393 at 4% or $100,929 at 6%; with 50% employer match about $100,929 at 4% or $67,286 at 6%; with 100% employer match about $75,697 at 4% or $50,464 at 6%.
1999192$1,292,011$336,551$3,658iApproximate average salary by contribution assumption: employee only about $91,454 at 4% or $60,969 at 6%; with 50% employer match about $60,969 at 4% or $40,646 at 6%; with 100% employer match about $45,727 at 4% or $30,485 at 6%.
Individual Investor Group Inc. 401K Retirement Plan-92$1,292,011$336,551$3,658iApproximate average salary by contribution assumption: employee only about $91,454 at 4% or $60,969 at 6%; with 50% employer match about $60,969 at 4% or $40,646 at 6%; with 100% employer match about $45,727 at 4% or $30,485 at 6%.