How big is Insurance Solutions, LLC's plan?

Insurance Solutions, LLC's plan reported $2.2M in assets and 4 participants for 2024.

Original filing (PDF)20250820200135NAL0003641793001

Insurance Solutions, LLC

Name: Insurance Solutions, LLC — Insurance Solutions, LLC, Form 5500 (2024)
Creator: Insurance Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insurance Solutions, LLC 401(k) Retirement Plan

401(k) retirement plan · Insurance Solutions, LLC's Insurance Solutions, LLC 401(k) Retirement Plan held $2.2M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Tracy Lynn WONG signed Insurance Solutions, LLC's 2024 Form 5500 as plan administrator.

Tracy Lynn WONG — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Insurance Solutions, LLC's EIN is 20-4405916.

EIN 20-4405916

Plan number 001

Plan year 2024

ACK ID 20250820200135NAL0003641793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Insurance Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Insurance Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSURANCE SOLUTIONS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score