What public Form 5500 filings show about the Insite Managed Solutions LLC 401(k) plan — and how to find and check your own account.
Insite Managed Solutions LLC (EIN 20-8345152) reports INSITE MANAGED SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $1.3M in plan assets across 132 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Insite Managed Solutions LLC filing — schedules, fees, and providers.
Insite Managed Solutions LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Insite Managed Solutions LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UMR, MED INVESTORS DEVELOPMENT, BALDWIN KRYSTYN SHERMAN PARTNERS LL.
