Shirley Horner signed Insight One Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insight One Solutions, LLC's EIN is 26-2991334.
Download the official 2024 Form 5500 (PDF) for Insight One Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Insight One Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY CONTRAFUND - K | Registered Investment Companies | — | — | $1.0M | 21.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $795K | 16.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $416K | 8.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $324K | 6.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $320K | 6.7% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $279K | 5.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $261K | 5.5% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $240K | 5.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $196K | 4.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $180K | 3.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $141K | 3.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $133K | 2.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $86K | 1.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $73K | 1.5% | |
| DFA LARGE CAP INTL PORT INST | Registered Investment Companies | — | — | $53K | 1.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $49K | 1.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $45K | 0.9% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $44K | 0.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $29K | 0.6% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $27K | 0.6% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $14K | 0.3% | |
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMNET INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
