INSTITUTIONAL INVESTOR, LLC 401(k) Plan
What public Form 5500 filings show about the INSTITUTIONAL INVESTOR, LLC 401(k) plan — and how to find and check your own account.
The INSTITUTIONAL INVESTOR, LLC 401(k) on its latest Form 5500
INSTITUTIONAL INVESTOR, LLC (EIN 13-2790024) reports EUROMONEY INSTITUTIONAL INVESTOR SAVINGS & INVESTMENT PLAN on its most recent Form 5500, with $98.7M in plan assets across 292 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full INSTITUTIONAL INVESTOR, LLC filing — schedules, fees, and providers.
Who runs the INSTITUTIONAL INVESTOR, LLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your INSTITUTIONAL INVESTOR, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ANCHIN BLOCK & ANCHIN LLP, STRATEGIC ADVISORS, UBS FINANCIAL SERVICES, DELOITTE TAX LLP.
How to check your INSTITUTIONAL INVESTOR, LLC 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask INSTITUTIONAL INVESTOR, LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).