Institutional Shareholder Services 401(k) Plan: Login, Facts & Contact Information
Institutional Shareholder Services 401(k) Login
338 former Institutional Shareholder Services employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Institutional Shareholder Services 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $17.1 million went into the plan in contributions, $8.24 million of it from the employer (48%).
- $9.45 million was paid out to participants.
- Investment and other income added $22.4 million.
- Administrative expenses were $8,336, about $7 per account.
How the Institutional Shareholder Services 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 571 | $71.2 million | $3.43 million | $2.25 million |
| 2020 | 695 | $118.7 million | $6.16 million | $6.46 million |
| 2021 | 906 | $143.7 million | $6.15 million | $6.10 million |
| 2022 | 985 | $128.5 million | $9.47 million | $10.1 million |
| 2023 | 1,160 | $160.8 million | $8.04 million | $7.76 million |
| 2024 | 1,194 | $190.8 million | $8.24 million | $9.45 million |
Institutional Shareholder Services 401(k) Contact Information
Questions about the Institutional Shareholder Services 401(k)
Does Institutional Shareholder Services contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $8.24 million, 48% of all contributions.
Does the Institutional Shareholder Services 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Institutional Shareholder Services 401(k) plan?
1,194 participants at the start of plan year 2024, 752 of them active employees, and 338 former employees who still had money in the plan.
What is the average 401(k) balance at Institutional Shareholder Services?
About $156,924 per account: $190.8 million in plan assets across 1,216 accounts with a balance at the end of plan year 2024.
Who manages the Institutional Shareholder Services 401(k) accounts?
T. Rowe Price (listed on the filing as T ROWE PRICE RPS INC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Institutional Shareholder Services. How do I access my 401(k)?
Your account stays with T. Rowe Price 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.