# Investor Group Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/investor-group-services-llc-401k-plan

> Investor Group Services, LLC's 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Investor Group Services, LLC

- **Sponsor EIN:** 204754463

- **Sponsor Address:** 855 BOYLSTON STREET, BOSTON, MA, 02116

- **Plan Type:** 401(k)

- **Total Participants:** 89

- **Total Assets:** $15.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|89|$15.2M|$560,579|$1.2M|

| 2023|109|$12.2M|$414,952|$896,319|

| 2022|103|$9.6M|$295,404|$616,845|

## Similar Plans

- [Novarica, INC.](https://planprovider.pro/companies/novarica-inc-401k-plan) — 90 participants

- [Woods Hole Group](https://planprovider.pro/companies/woods-hole-group-401k-plan) — 90 participants

- [Scientific Systems Company, INC.](https://planprovider.pro/companies/scientific-systems-company-inc-plan) — 94 participants

- [Epsilon Associates, INC.](https://planprovider.pro/companies/epsilon-associates-inc-401k-plan) — 83 participants

- [Howard/Stein-Hudson Associates, INC](https://planprovider.pro/companies/howard-stein-hudson-associates-inc-401k-plan) — 96 participants

- [Leyton Usa, INC.](https://planprovider.pro/companies/leyton-usa-inc-401k-plan) — 79 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/investor-group-services-llc-401k-plan)

© 2026 PlanProvider.Pro