Asset International, Inc.

Asset International, Inc., a Rockville, Maryland–based subsidiary of Institutional Shareholder Services Inc., operates as a prime contractor delivering Employee Retirement Income Security Act (ERISA) plan data subscriptions and research analytics to federal agencies, competing on full-and-open basis without set-aside designations. The company specializes in Form 5500 retirement plan filing databases integrated with Securities and Exchange Commission filings, Financial Industry Regulatory Authority data, and investment performance analytics to support federal retirement plan oversight and compliance monitoring.

Asset International's customer base concentrates heavily on ERISA regulatory oversight agencies. The Department of Labor's Employee Benefits Security Administration National Office accounts for five awards (45% of prime portfolio, $2 million combined potential value), followed by the Securities and Exchange Commission with four awards ($1.4 million combined potential value). The Department of Labor's Office of the Assistant Secretary for Administration and Management and the Department of the Treasury's Office of the Comptroller of the Currency round out the active customer set. The two rankings align perfectly — the same four agencies appear in identical order on both count and dollar rankings, indicating no tension between volume-based and value-based concentration. Recent representative awards include a $659,250 firm fixed-price purchase order from DOL's Office of the Assistant Secretary for Administration and Management for a Form 5500 research database subscription (September 2026, ultimate completion September 2029), a $350,000 SEC purchase order for ERISA plan data subscription spanning five years of historical data (October 2023, ultimate completion September 2025, with three option periods valued at $540,000 canceled per White House memorandum on wasteful spending), and a $215,250 DOL purchase order for database subscription services (September 2025).

Activity remains sparse and flat — one award per year across 2021–2026 — with eleven total prime awards carrying $4.1 million combined potential value. Eighty-five percent of potential value has been obligated. Asset International operates exclusively as a prime and carries no subcontract engagements in the source data. Capability delivery is confined to web-based data subscription platforms and analytical tools; no IDIQs, GWACs, or multi-award vehicles appear in the portfolio.