Plan Ledger DOL Form 5500 · updated monthly

Insurance Services Office, Inc.401(k) + ESOP (KSOP)

ISO 401(K) SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN · JERSEY CITY, NJ · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Insurance Services Office, Inc. reported $507,675 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,434 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 fell from 0.03% to 0.02%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other finance & insurance employers. By assets it is the 32nd-largest of 2,419 plans among New Jersey employers on file, and the 85th of 4,798 in finance & insurance. In 2024, employees put in $1.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,269,827,890
Participants with balances8,143
Active participants4,533
Employer contributions$33,698,194
Employee contributions$48,644,229
Employer contribution per active participant$7,434
Average account balance$278,746
Benefits paid to participants$296,334,672
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.3B · 8,143 accts · $33.7M emplr
2023$2.2B · 8,252 accts · $31.4M emplr
2022$1.9B · 8,181 accts · $32.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$507,675
Total administrative$507,675
The Insurance Services Office, Inc. 401(k) match · 2024
Employer contribution per active participant$7,434
Median for plans this size$5,259
2024$7,434 per active participant
2023$6,574 per active participant
2022$6,856 per active participant

Insurance Services Office, Inc.'s 2024 employer contribution ran above the $5,259 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$497,207
CHARLES SCHWAB & CO, INC. · Securities brokerage$7,263

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$507,675 · 0.02%
2023$706,560 · 0.04%
2022$686,977 · 0.03%
Same employer
Similar plansFinance & Insurance · New Jersey
Ubs AG NJ$10.2B · 0.14%
Metlife Group, Inc. NJ$8.3B · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133131412 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.