Risi, Inc. 401(k) Plan (terminated 2018): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2018, when $16.8 million was transferred out of the plan. Assets moved to the EUROMONEY INSTITUTIONAL INVESTOR SAVINGS & INVESTMENT PLAN (sponsored by INSTITUTIONAL INVESTOR, LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the EUROMONEY INSTITUTIONAL INVESTOR SAVINGS & INVESTMENT PLAN →

Risi, Inc. 401(k) Plan Facts (plan year 2018)

Plan name
RISI, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
RISI, INC.
Participants
183
Former employees with a balance
0
Employer contributions
$6,188 in plan year 2018 (22% of all contributions)
Plan year
Jan 1, 2018 – Mar 27, 2018
Plan established
May 1, 2013
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2018 (Jan 1, 2018 – Mar 27, 2018), filed Feb 1, 2019. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2018

  • $27,849 went into the plan in contributions, $6,188 of it from the employer (22%).
  • $127,081 was paid out to participants.
  • Investment and other income added $99,269.

How the Risi, Inc. 401(k) changed, 2017–2018

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2017216$16.8 million$336,065$2.51 million
2018 (final)183$0$6,188$127,081

Risi, Inc. 401(k) Contact Information

Phone
781-734-8973
Mailing address
4 ALFRED CIRCLE, BEDFORD MA 01730
Plan sponsor
RISI, INC.
Employer identification number (EIN)
51-0396095
Plan number
002

Questions about the Risi, Inc. 401(k)

Is the Risi, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2018. Its assets were transferred to the EUROMONEY INSTITUTIONAL INVESTOR SAVINGS & INVESTMENT PLAN.

Does Risi, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2018 the employer contributed $6,188, 22% of all contributions.

Does the Risi, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Risi, Inc 401(k) plan?

183 participants at the start of plan year 2018.

Who manages the Risi, Inc 401(k) accounts?

Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.

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