How big is Insight Rocket's plan?

Insight Rocket's plan reported $489K in assets and 2 participants for 2024.

Original filing (PDF)20250724214223NAL0013067570001

Insight Rocket

Name: Insight Rocket — Insight Rocket Retirement Trust, Form 5500 (2024)
Creator: Insight Rocket
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insight Rocket Retirement Trust

401(k) retirement plan · Insight Rocket's Insight Rocket Retirement Trust held $489K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$489K

Net assets (EOY)

$489K

People on this filing

David Millrod signed Insight Rocket's 2024 Form 5500 as plan administrator.

David Millrod — 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

Insight Rocket's EIN is 27-1664316.

EIN 27-1664316

Plan number 001

Plan year 2024

ACK ID 20250724214223NAL0013067570001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Insight Rocket from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Insight Rocket'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 INSIGHT ROCKET.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

INSIGHT ROCKET

DBA

INSIGHT ROCKET

EIN

all filings

Address

4 BIRCHWOOD COURT · WEST WINDSOR, NJ · 08550

Phone

(609) 897-0142

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