Institutional Investor Llc 401(k) Plan: Login, Facts & Contact Information
Institutional Investor Llc 401(k) Login
364 former Institutional Investor Llc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Institutional Investor Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $3.99 million went into the plan in contributions, $891,931 of it from the employer (22%).
- $10.3 million was paid out to participants.
- Investment and other income added $15.4 million.
- Administrative expenses were $122,978, about $216 per account.
How the Institutional Investor Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 845 | $100.0 million | $1.31 million | $4.59 million |
| 2020 | 775 | $116.1 million | $1.16 million | $7.26 million |
| 2021 | 796 | $127.5 million | $1.31 million | $12.2 million |
| 2022 | 808 | $104.1 million | $1.32 million | $6.77 million |
| 2023 | 819 | $89.0 million | $948,706 | $10.1 million |
| 2024 | 565 | $98.7 million | $891,931 | $10.3 million |
Institutional Investor Llc 401(k) Contact Information
Questions about the Institutional Investor Llc 401(k)
Does Institutional Investor Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $891,931, 22% of all contributions.
Does the Institutional Investor Llc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Institutional Investor Llc 401(k) plan?
565 participants at the start of plan year 2024, 292 of them active employees, and 364 former employees who still had money in the plan.
What is the average 401(k) balance at Institutional Investor Llc?
About $173,072 per account: $98.7 million in plan assets across 570 accounts with a balance at the end of plan year 2024.
Who manages the Institutional Investor Llc 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Institutional Investor Llc. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.