How big is Insigne Advisor Consulting, LLC's plan?

Insigne Advisor Consulting, LLC's plan reported $275K in assets and 3 participants for 2024.

Original filing (PDF)20250929130736NAL0005042787001

Insigne Advisor Consulting, LLC

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

Form 5500-SF

FILING_RECEIVED

Insigne Advisor Consulting, Inc. 401(k) Plan

401(k) retirement plan · Insigne Advisor Consulting, LLC's Insigne Advisor Consulting, Inc. 401(k) Plan held $275K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$275K

Net assets (EOY)

$275K

Plan identifiers

Insigne Advisor Consulting, LLC's EIN is 27-3408208.

EIN 27-3408208

Plan number 001

Plan year 2024

ACK ID 20250929130736NAL0005042787001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Insigne Advisor Consulting, LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSIGNE ADVISOR CONSULTING, 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

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

Plan sponsor

Name

INSIGNE ADVISOR CONSULTING, LLC

EIN

all filings

Address

7845 COLONY ROAD · SUITE 3302 · CHARLOTTE, NC · 28226

Phone

(704) 708-5448

Industry

Finance & Insurance

Plan administrator