How big is Insite Managed Solutions LLC's plan?

Insite Managed Solutions LLC's plan reported $1.3M in assets and 132 participants for 2022.

Original filing (PDF)20230329091208NAL0037070241001

Insite Managed Solutions LLC

Name: Insite Managed Solutions LLC — Insite Managed, Form 5500 (2022)
Creator: Insite Managed Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insite Managed Solutions LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Insite Managed Solutions LLC's Insite Managed Solutions LLC 401(k) Profit Sharing Plan & Trust held $1.3M in plan assets for 132 participants in 2022.

Signals · 1

No auditor on file

Active participants

132

Accounts w/ balance

120

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Todd Copic signed Insite Managed Solutions LLC's 2022 Form 5500 as plan administrator.

Todd Copic — 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

Insite Managed Solutions LLC's EIN is 20-8345152.

EIN 20-8345152

Plan number 001

Plan year 2022

ACK ID 20230329091208NAL0037070241001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Insite Managed Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Insite Managed 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 INSITE MANAGED SOLUTIONS LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score