Institutional Investor, LLC401(k)
INSTITUTIONAL INVESTOR SAVINGS & INVESTMENT PLAN · NEW YORK, NY · plan year 2022
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Institutional Investor, LLC reported $108,813 in plan administrative expenses for 2022: 0.09% of average plan assets, below the peer median. Employer contributions averaged $3,238 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.09% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other manufacturing employers. By assets it is the 770th-largest of 5,648 plans among New York employers on file, and the 1,856th of 13,661 in manufacturing. In 2022, employees put in $3.63 for every $1.00 the employer contributed.
Institutional Investor, LLC's 2022 employer contribution ran below the $3,449 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 132790024 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.