How big is Insurance Solutions, Inc.'s plan?

Insurance Solutions, Inc.'s plan reported $976K in assets and 4 participants for 2024.

Original filing (PDF)20251007105418NAL0011316322001

Insurance Solutions, Inc.

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

Form 5500-SF

FILING_RECEIVED

Kinetic (K) Plans

401(k) retirement plan · Insurance Solutions, Inc.'s Kinetic (K) Plans held $976K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$976K

Net assets (EOY)

$976K

Plan identifiers

Insurance Solutions, Inc.'s EIN is 20-8007574.

EIN 20-8007574

Plan number 002

Plan year 2024

ACK ID 20251007105418NAL0011316322001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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