Insight Wealth Strategies, LLC (EIN 82-5323905) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $1.7M in plan assets and 11 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| IWS Retirement 401(k) Plan & Trust | 001 | 11 | $1.7M |
82-5323905 is the Employer Identification Number (EIN) Insight Wealth Strategies, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
