Iso 401(k) Savings And Employee Stock Ownership Plan
Sponsored by Insurance Services Office, Inc. · EIN 133131412 · Plan #003
- Total assets
- $2.3B
- Net assets
- $2.3B
- Active participants
- 4,533
- With balances
- 8,143
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $497,207 |
| Charles Schwab & Co, Inc. | Securities brokerage, Direct payment from the plan, Securities brokerage commissions | $7,263 |