INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K)

Plan Contact

  • Address: 1177 AVENUE OF AMERICA, 2F,NEW YORK,NY
  • Contact person: YSA FELIX
  • Phone: (646) 680-6306

Plan General Information

INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) is $71,229,681.00.This plan was established in 2014.

INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) is 571

INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) Average Participant Retirement Account Value

In 2019, the average participant retirement account value for INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) is $124,745.00

INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) is $12,419.00.

INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) Estimated Average Employer Match

In 2019, the estimated average employer match for an employee in INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) is approximately $6,010.00
Investing in this additonal $6,010.00 for 20 years would give you extra $384,699.00, assuming a 10% annual return.

INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) Total Employer Contribution and Match Rate

In 2019, INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) allocates $3,432,245.00 to match its employees' contributions, providing an employer match rate of 96.80% of their contributions

INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) Total Retirement Plan Asset Growth Rate

In 2019, the total retirement plan asset growth rate of INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) is 35.20%.

INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) Estimated Aggregate Retirement Account Investment Gain/Loss

In 2019, the estimated aggregate retirement account investment gain/loss for INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) is 23.58%. This measures the effectiveness of the plan participants' investments in the year.

INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) Expense Ratio

In 2019, the investment and administrative expense ratio of INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) is 0.00%.

Enrollment Features

INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...