Insurance Services Office 401(k) match, vesting and fees
What Insurance Services Office'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cohnreznick 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 118 defined-contribution plans in finance and insurance with 5,000 to 9,999 participants.
| Insurance Services Office: employer contribution per participant | $4,138 | |
| Peer median | $3,354 |
| Insurance Services Office: average balance | $278,746 | |
| Peer median | $126,365 |
| Insurance Services Office: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.06% |
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 $2.4B at the end of plan year 2021 to $2.3B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,224 | $2.3B | $33.7M | $4,138 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 8,433 | $2.2B | $31.4M | $3,809 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 8,356 | $1.9B | $32M | $3,909 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 8,570 | $2.4B | $33.2M | $3,947 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Insurance Services Office match 401(k) contributions?
The match terms for the Iso 401(k) Savings and Employee Stock Ownership Plan have not been published from its filing yet. The plan year 2024 filing reports $33.7M in employer contributions, about $4,138 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Insurance Services Office 401(k) match vested?
The vesting schedule for the Iso 401(k) Savings and Employee Stock Ownership Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Insurance Services Office 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Insurance Services Office, Inc..
I left Insurance Services Office. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Insurance Services Office, Inc., (201) 469-3006) or the recordkeeper, Principal Life Insurance Company. The Insurance Services Office old 401(k) page lists the contacts from every plan filing. Find an old Insurance Services Office 401(k)
Data from the public Form 5500 annual reports Insurance Services Office 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 Insurance Services Office. Not financial advice. Report a correction · Methodology