Iso New England 401(k) match, vesting and fees
What Iso New England'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 | Meyers Brothers Kalicka, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 46 defined-contribution plans in utilities with 500 to 999 participants.
| Iso New England: employer contribution per participant | $8,058 | |
| Peer median | $4,869 |
| Iso New England: average balance | $382,033 | |
| Peer median | $141,910 |
| Iso New England: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.11% |
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 $291M at the end of plan year 2021 to $321M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 845 | $321M | $6.8M | $8,058 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 789 | $276M | $5.8M | $7,354 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 762 | $231M | $4.9M | $6,492 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 725 | $291M | $4.5M | $6,209 | <0.01% | Not published | Form 5500 ↗ |
Other Iso New England plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Iso New England Inc. Retirement Plan
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.
| Independent auditor | Meyers Brothers Kalicka, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Iso New England Inc. Retirement Plan for Contract Employees
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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Iso New England match 401(k) contributions?
The match terms for the Iso New England Inc. Supplemental Retirement and Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $6.8M in employer contributions, about $8,058 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Iso New England 401(k) match vested?
The vesting schedule for the Iso New England Inc. Supplemental Retirement and Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Iso New England 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Iso New England Inc..
I left Iso New England. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Iso New England Inc., (413) 535-4037) or the recordkeeper, Fidelity Investments Institutional. The Iso New England old 401(k) page lists the contacts from every plan filing. Find an old Iso New England 401(k)
Data from the public Form 5500 annual reports Iso New England 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 Iso New England. Not financial advice. Report a correction · Methodology