What public Form 5500 filings show about the Institutional Shareholder Services 401(k) plan — and how to find and check your own account.
Institutional Shareholder Services (EIN 06-1541449) reports INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $190.8M in plan assets across 752 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 Shareholder Services filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Institutional Shareholder Services 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO.
