Institutional Investor 401(k) match, vesting and fees
What Institutional Investor's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Anchin Block and Anchin LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Institutional Investor: employer contribution per participant | $1,565 | |
| Peer median | $2,038 |
| Institutional Investor: average balance | $173,072 | |
| Peer median | $72,907 |
| Institutional Investor: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $127M at the end of plan year 2021 to $98.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 664 | $98.7M | $892K | $1,565 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 565 | $89M | $949K | $1,722 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 819 | $104M | $1.3M | $1,662 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 808 | $127M | $1.3M | $1,695 | — | Not published | Form 5500 ↗ |
Common questions
Does Institutional Investor match 401(k) contributions?
The match terms for the Euromoney Institutional Investor Savings & Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $892K in employer contributions, about $1,565 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Institutional Investor 401(k) match vested?
The vesting schedule for the Euromoney Institutional Investor Savings & Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Institutional Investor 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Institutional Investor, LLC.
I left Institutional Investor. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Institutional Investor, LLC, (212) 224-3300) or the recordkeeper, Fidelity Investments Institutional. The Institutional Investor old 401(k) page lists the contacts from every plan filing. Find an old Institutional Investor 401(k)
Data from the public Form 5500 annual reports Institutional Investor filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Institutional Investor. Not financial advice. Report a correction · Methodology