Original filing (PDF)20251014092245NAL0001164755001

INFORMATION SERVICES GROUP, INC.

Name: INFORMATION SERVICES GROUP, INC. — INFORMATION SERVICES GROUP, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: INFORMATION SERVICES GROUP, INC.

Form 5500

FILING_RECEIVED

INFORMATION SERVICES GROUP, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

405

Accounts w/ balance

576

Plan assets (EOY)

$118.0M

Net assets (EOY)

$118.0M

How this plan invests

This plan

1 pooled trust

Schedule D

68 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (2 bps vs 10 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFORMATION SERVICES GROUP, INC..

Plan sponsor

Name

INFORMATION SERVICES GROUP, INC.

EIN

20-5261587

Address

2187 ATLANTIC STREET · STAMFORD, CT · 06902

Phone

(203) 517-3100

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$11K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
MARCUM LLP	—	PHILADELPHIA, PA	ACCOUNTANT	$19K	—

Investments

58 direct securities · 1 pooled fund· $141.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$135.7M

58 holdings

Common Collective Trust

$5.5M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
iShares S&P 500 Index Fund Institutional	—	—	—	$17.3M	14.7%
T. Rowe Price Retirement 2030 Fund	—	—	—	$11.7M	9.9%
SELF-DIRECT ACCT OTHER ASSETS	—	—	$7.2M	$7.2M	6.1%
Self Directed Accounts	—	—	—	$7.2M	6.1%
T. Rowe Price Retirement 2025 Fund	—	—	—	$6.4M	5.4%
JPMorgan Large Cap Growth Fund R6	—	—	—	$6.1M	5.2%
AMERICAN GRTH FD OF AMER CL R5 MUTUAL FUNDS	—	—	$4.6M	$6.0M	5.1%
American Funds Growth Fund of America Cl R5	—	—	—	$6.0M	5.1%
T. Rowe Price Retirement 2040 Fund	—	—	—	$5.5M	4.7%
PUTNAM STABLE VALUE FUND CLASS 50 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$5.5M	4.7%
Putnam Stable Value Fund 50	—	—	—	$5.4M	4.6%
Neuberger Berman Mid Cap Fund	—	—	—	$3.6M	3.0%
MFS Mid Cap Value Fund Class R4	—	—	—	$3.2M	2.7%
T. Rowe Price Retirement 2035 Fund	—	—	—	$3.1M	2.6%
Blackrock Total Return Fund	—	—	$3.3M	$2.9M	2.5%
T. Rowe Price Retirement 2050 Fund	—	—	—	$2.8M	2.4%
Blackrock 60/40 Target Allocation Fund Institutional	—	—	$2.7M	$2.8M	2.3%
T. Rowe Price Retirement 2020 Fund	—	—	—	$2.5M	2.1%
American Funds Capital World Growth and Income Fund	—	—	—	$2.5M	2.1%
Neuberger Berman Large Cap Value Institutional Fund	—	—	—	$1.9M	1.6%
NEUBERGER BER LRG CP VAL INSTL MUTUAL FUNDS	—	—	$1.9M	$1.9M	1.6%
AMERICAN CENTURY SML CP VAL R6 MUTUAL FUNDS	—	—	$1.3M	$1.8M	1.6%
iShares MSCI EAFE International Index Fund Institutional	—	—	$1.7M	$1.8M	1.5%
T. Rowe Price Retirement 2015 Fund	—	—	—	$1.7M	1.4%
Columbia Small Cap Growth Fund Advisor	—	—	$1.8M	$1.6M	1.4%
Invesco Core Bond Fund Y	—	—	—	$1.6M	1.3%
COLUMBIA MIDCAP INDX FD INSTL2 MUTUAL FUNDS	—	—	$1.5M	$1.5M	1.2%
Columbia Mid Cap Index Fund Institutional 2 Class	—	—	—	$1.5M	1.2%
T. Rowe Price Retirement 2055 Fund	—	—	—	$1.1M	0.9%
MacQuarie Systematic Emerging Markets I	—	—	$1.1M	$1.1M	0.9%
iShares MSCI EAFE International Index Fund Institutional GM	—	—	$994K	$1.0M	0.9%
BLACKROCK 80/20 TARGET INSTL MUTUAL FUNDS	—	—	$876K	$983K	0.8%
Eaton Vance High Income Opportunities Fund Class I	—	—	—	$974K	0.8%
Blackrock Equity Dividend Fund K	—	—	—	$894K	0.8%
American Funds Europacific Growth Fund	—	—	—	$874K	0.7%
T. Rowe Price Retirement 2045 Fund	—	—	—	$856K	0.7%
BLACKROCK TOTAL RETRN I GM MUTUAL FUNDS	—	—	$845K	$811K	0.7%
Participant Loans Interest Rates ranging from 4.25% to 9.50%, maturing	—	—	—	$771K	0.7%
LOAN FUND LOANS	—	—	$756K	$756K	0.6%
Janus Henderson Balanced Fund 1	—	—	—	$719K	0.6%
NEUBERGER BER LRG VAL INSTL GM MUTUAL FUNDS	—	—	$678K	$696K	0.6%
Neuberger Berman Large Cap Value Institutional Fund GM	—	—	—	$696K	0.6%
T. Rowe Price Retirement 2010 Fund	—	—	—	$668K	0.6%
Invesco Core Bond Fund Y GM	—	—	—	$657K	0.6%
Cohen & Steers Realty Shares Fund	—	—	—	$641K	0.5%
Blackrock Global Allocation	—	—	—	$635K	0.5%
Columbia Small Cap Index Fund Institutional 2 Class	—	—	—	$541K	0.5%
AMERICAN GRTH FD OF AMER R5 GM MUTUAL FUNDS	—	—	$436K	$501K	0.4%
American Funds Growth Fund of America R5 GM	—	—	—	$501K	0.4%
iShares Russell 2000 Small Cap Fund	—	—	—	$476K	0.4%
T. Rowe Price Retirement 2060 Fund	—	—	—	$416K	0.4%
MFS Mid Cap Value Fund Class R4 GM	—	—	—	$377K	0.3%
Neuberger Berman Mid Cap Fund GM	—	—	—	$272K	0.2%
American Funds Century Small Cap Fund R6 GM	—	—	—	$242K	0.2%
Columbia Small Cap Growth Fund Advisor GM	—	—	—	$114K	<0.1%
Putnam Stable Value Fund 50 GM	—	—	—	$106K	<0.1%
BLACKROCK 20/80 TARGET INSTL MUTUAL FUNDS	—	—	$23K	$22K	<0.1%
ACCRUED INCOME ACCRUED INCOME	—	—	$1K	$1K	<0.1%
Non-interest bearing cash ** 315 Interest bearing cash	—	—	—	$1K	<0.1%