How big is Institutions Services, Inc.'s plan?

Institutions Services, Inc.'s plan reported $4.9M in assets and 26 participants for 2024.

Original filing (PDF)20251007151207NAL0008400448001

Institutions Services, Inc.

Name: Institutions Services, Inc. — Institutions Services, Form 5500 (2024)
Creator: Institutions Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Institutions Services, Inc. 401(k) Retirement Plan

401(k) retirement plan · Institutions Services, Inc.'s Institutions Services, Inc. 401(k) Retirement Plan held $4.9M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan identifiers

Institutions Services, Inc.'s EIN is 46-0338240.

EIN 46-0338240

Plan number 001

Plan year 2024

ACK ID 20251007151207NAL0008400448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Institutions Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Institutions Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score