Civic Intelligence

Investor Group Services LLC

Plan context: Investor Group Services LLC 401(K) Plan

EIN 20-4754463 • Boston, MA • 19 filings • 6 plans

855 Boylston Street6 FloorBoston, MA 02116
Current Snapshot

Latest Year

2024

2024 Participants

89

2024 Assets

$15,212,244

2024 Contributions

$1,821,051

Historical Graphs

Total Assets Over Time

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

$15,212,244$7,606,122$0200620152024YearValue
$15,212,244Latest year 2024

Participants Over Time

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

109550200620152024YearValue
89Latest 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
2024189$15,212,244$1,821,051$20,461iApproximate average salary by contribution assumption: employee only about $511,531 at 4% or $341,021 at 6%; with 50% employer match about $341,021 at 4% or $227,347 at 6%; with 100% employer match about $255,766 at 4% or $170,510 at 6%.
Investor Group Services LLC 401(K) Plan-89$15,212,244$1,821,051$20,461iApproximate average salary by contribution assumption: employee only about $511,531 at 4% or $341,021 at 6%; with 50% employer match about $341,021 at 4% or $227,347 at 6%; with 100% employer match about $255,766 at 4% or $170,510 at 6%.
20231109$12,235,254$1,353,908$12,421iApproximate average salary by contribution assumption: employee only about $310,529 at 4% or $207,020 at 6%; with 50% employer match about $207,020 at 4% or $138,013 at 6%; with 100% employer match about $155,265 at 4% or $103,510 at 6%.
Investor Group Services LLC 401(K) Plan-109$12,235,254$1,353,908$12,421iApproximate average salary by contribution assumption: employee only about $310,529 at 4% or $207,020 at 6%; with 50% employer match about $207,020 at 4% or $138,013 at 6%; with 100% employer match about $155,265 at 4% or $103,510 at 6%.
20221103$9,634,259$912,249$8,857iApproximate average salary by contribution assumption: employee only about $221,420 at 4% or $147,613 at 6%; with 50% employer match about $147,613 at 4% or $98,409 at 6%; with 100% employer match about $110,710 at 4% or $73,807 at 6%.
Investor Group Services LLC 401(K) Plan-103$9,634,259$912,249$8,857iApproximate average salary by contribution assumption: employee only about $221,420 at 4% or $147,613 at 6%; with 50% employer match about $147,613 at 4% or $98,409 at 6%; with 100% employer match about $110,710 at 4% or $73,807 at 6%.
2021187$10,831,640$1,063,164$12,220iApproximate average salary by contribution assumption: employee only about $305,507 at 4% or $203,671 at 6%; with 50% employer match about $203,671 at 4% or $135,781 at 6%; with 100% employer match about $152,753 at 4% or $101,836 at 6%.
Investor Group Services LLC 401(K) Plan-87$10,831,640$1,063,164$12,220iApproximate average salary by contribution assumption: employee only about $305,507 at 4% or $203,671 at 6%; with 50% employer match about $203,671 at 4% or $135,781 at 6%; with 100% employer match about $152,753 at 4% or $101,836 at 6%.
2020177$8,784,054$803,548$10,436iApproximate average salary by contribution assumption: employee only about $260,892 at 4% or $173,928 at 6%; with 50% employer match about $173,928 at 4% or $115,952 at 6%; with 100% employer match about $130,446 at 4% or $86,964 at 6%.
Investor Group Services LLC 401(K) Plan-77$8,784,054$803,548$10,436iApproximate average salary by contribution assumption: employee only about $260,892 at 4% or $173,928 at 6%; with 50% employer match about $173,928 at 4% or $115,952 at 6%; with 100% employer match about $130,446 at 4% or $86,964 at 6%.
2019176$6,966,527$929,803$12,234iApproximate average salary by contribution assumption: employee only about $305,856 at 4% or $203,904 at 6%; with 50% employer match about $203,904 at 4% or $135,936 at 6%; with 100% employer match about $152,928 at 4% or $101,952 at 6%.
Investor Group Services LLC 401(K) Plan-76$6,966,527$929,803$12,234iApproximate average salary by contribution assumption: employee only about $305,856 at 4% or $203,904 at 6%; with 50% employer match about $203,904 at 4% or $135,936 at 6%; with 100% employer match about $152,928 at 4% or $101,952 at 6%.
2018174$5,101,049$750,550$10,143iApproximate average salary by contribution assumption: employee only about $253,564 at 4% or $169,043 at 6%; with 50% employer match about $169,043 at 4% or $112,695 at 6%; with 100% employer match about $126,782 at 4% or $84,521 at 6%.
Investor Group Services LLC 401(K) Plan-74$5,101,049$750,550$10,143iApproximate average salary by contribution assumption: employee only about $253,564 at 4% or $169,043 at 6%; with 50% employer match about $169,043 at 4% or $112,695 at 6%; with 100% employer match about $126,782 at 4% or $84,521 at 6%.
2017159$5,066,829$664,669$11,266iApproximate average salary by contribution assumption: employee only about $281,639 at 4% or $187,760 at 6%; with 50% employer match about $187,760 at 4% or $125,173 at 6%; with 100% employer match about $140,820 at 4% or $93,880 at 6%.
Investor Group Services LLC 401(K) Plan-59$5,066,829$664,669$11,266iApproximate average salary by contribution assumption: employee only about $281,639 at 4% or $187,760 at 6%; with 50% employer match about $187,760 at 4% or $125,173 at 6%; with 100% employer match about $140,820 at 4% or $93,880 at 6%.
2016159$3,990,149$635,877$10,778iApproximate average salary by contribution assumption: employee only about $269,439 at 4% or $179,626 at 6%; with 50% employer match about $179,626 at 4% or $119,751 at 6%; with 100% employer match about $134,720 at 4% or $89,813 at 6%.
Investor Group Services LLC 401(K) Plan-59$3,990,149$635,877$10,778iApproximate average salary by contribution assumption: employee only about $269,439 at 4% or $179,626 at 6%; with 50% employer match about $179,626 at 4% or $119,751 at 6%; with 100% employer match about $134,720 at 4% or $89,813 at 6%.
2015152$3,139,355$669,077$12,867iApproximate average salary by contribution assumption: employee only about $321,672 at 4% or $214,448 at 6%; with 50% employer match about $214,448 at 4% or $142,965 at 6%; with 100% employer match about $160,836 at 4% or $107,224 at 6%.
Investor Group Services LLC 401(K) Plan-52$3,139,355$669,077$12,867iApproximate average salary by contribution assumption: employee only about $321,672 at 4% or $214,448 at 6%; with 50% employer match about $214,448 at 4% or $142,965 at 6%; with 100% employer match about $160,836 at 4% or $107,224 at 6%.
2014137$2,689,351$443,130$11,976iApproximate average salary by contribution assumption: employee only about $299,412 at 4% or $199,608 at 6%; with 50% employer match about $199,608 at 4% or $133,072 at 6%; with 100% employer match about $149,706 at 4% or $99,804 at 6%.
Investor Group Services LLC 401(K) Plan-37$2,689,351$443,130$11,976iApproximate average salary by contribution assumption: employee only about $299,412 at 4% or $199,608 at 6%; with 50% employer match about $199,608 at 4% or $133,072 at 6%; with 100% employer match about $149,706 at 4% or $99,804 at 6%.
2013134$2,334,617$385,885$11,350iApproximate average salary by contribution assumption: employee only about $283,739 at 4% or $189,159 at 6%; with 50% employer match about $189,159 at 4% or $126,106 at 6%; with 100% employer match about $141,869 at 4% or $94,580 at 6%.
Investor Group Services LLC 401(K) Plan-34$2,334,617$385,885$11,350iApproximate average salary by contribution assumption: employee only about $283,739 at 4% or $189,159 at 6%; with 50% employer match about $189,159 at 4% or $126,106 at 6%; with 100% employer match about $141,869 at 4% or $94,580 at 6%.
2012133$1,862,326$332,669$10,081iApproximate average salary by contribution assumption: employee only about $252,022 at 4% or $168,015 at 6%; with 50% employer match about $168,015 at 4% or $112,010 at 6%; with 100% employer match about $126,011 at 4% or $84,007 at 6%.
Investor Group Services LLC 401(K) Plan-33$1,862,326$332,669$10,081iApproximate average salary by contribution assumption: employee only about $252,022 at 4% or $168,015 at 6%; with 50% employer match about $168,015 at 4% or $112,010 at 6%; with 100% employer match about $126,011 at 4% or $84,007 at 6%.
2011134$1,602,624$306,028$9,001iApproximate average salary by contribution assumption: employee only about $225,021 at 4% or $150,014 at 6%; with 50% employer match about $150,014 at 4% or $100,009 at 6%; with 100% employer match about $112,510 at 4% or $75,007 at 6%.
Investor Group Services LLC 401(K) Plan-34$1,602,624$306,028$9,001iApproximate average salary by contribution assumption: employee only about $225,021 at 4% or $150,014 at 6%; with 50% employer match about $150,014 at 4% or $100,009 at 6%; with 100% employer match about $112,510 at 4% or $75,007 at 6%.
2010126$1,495,122$264,959$10,191iApproximate average salary by contribution assumption: employee only about $254,768 at 4% or $169,846 at 6%; with 50% employer match about $169,846 at 4% or $113,230 at 6%; with 100% employer match about $127,384 at 4% or $84,923 at 6%.
Investor Group Services LLC 401(K) Plan-26$1,495,122$264,959$10,191iApproximate average salary by contribution assumption: employee only about $254,768 at 4% or $169,846 at 6%; with 50% employer match about $169,846 at 4% or $113,230 at 6%; with 100% employer match about $127,384 at 4% or $84,923 at 6%.
2009127$1,145,572$283,888$10,514iApproximate average salary by contribution assumption: employee only about $262,859 at 4% or $175,240 at 6%; with 50% employer match about $175,240 at 4% or $116,826 at 6%; with 100% employer match about $131,430 at 4% or $87,620 at 6%.
Investor Group Services LLC 401(K) Plan-27$1,145,572$283,888$10,514iApproximate average salary by contribution assumption: employee only about $262,859 at 4% or $175,240 at 6%; with 50% employer match about $175,240 at 4% or $116,826 at 6%; with 100% employer match about $131,430 at 4% or $87,620 at 6%.
2008137$685,898$341,783$9,237iApproximate average salary by contribution assumption: employee only about $230,934 at 4% or $153,956 at 6%; with 50% employer match about $153,956 at 4% or $102,638 at 6%; with 100% employer match about $115,467 at 4% or $76,978 at 6%.
Investor Group Services LLC 401(K) Plan-37$685,898$341,783$9,237iApproximate average salary by contribution assumption: employee only about $230,934 at 4% or $153,956 at 6%; with 50% employer match about $153,956 at 4% or $102,638 at 6%; with 100% employer match about $115,467 at 4% or $76,978 at 6%.
2007134$748,636$608,204$17,888iApproximate average salary by contribution assumption: employee only about $447,209 at 4% or $298,139 at 6%; with 50% employer match about $298,139 at 4% or $198,759 at 6%; with 100% employer match about $223,604 at 4% or $149,070 at 6%.
Investor Group Services LLC 401(K) Plan-34$748,636$608,204$17,888iApproximate average salary by contribution assumption: employee only about $447,209 at 4% or $298,139 at 6%; with 50% employer match about $298,139 at 4% or $198,759 at 6%; with 100% employer match about $223,604 at 4% or $149,070 at 6%.
2006133$149,893$142,494$4,318iApproximate average salary by contribution assumption: employee only about $107,950 at 4% or $71,967 at 6%; with 50% employer match about $71,967 at 4% or $47,978 at 6%; with 100% employer match about $53,975 at 4% or $35,983 at 6%.
Investor Group Services LLC 401(K) Plan-33$149,893$142,494$4,318iApproximate average salary by contribution assumption: employee only about $107,950 at 4% or $71,967 at 6%; with 50% employer match about $71,967 at 4% or $47,978 at 6%; with 100% employer match about $53,975 at 4% or $35,983 at 6%.