· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
INSIGNE ADVISOR CONSULTING, LLC — INSIGNE ADVISOR CONSULTING, LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250929130635NAL0012202496001
INSIGNE ADVISOR CONSULTING, LLC
Form 5500-SF
FILING_RECEIVED
INSIGNE ADVISOR CONSULTING, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
INSIGNE ADVISOR CONSULTING, LLC
.
Find decision makers
Plan sponsor
Name
INSIGNE ADVISOR CONSULTING, LLC
EIN
27-3408208
Address
7845 COLONY ROAD · SUITE 3302 · CHARLOTTE, NC · 28226
Phone
(980) 413-6223
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
JUPITER RESEARCH INC.
JUPITER RESEARCH INC. 401(K) PLAN
$2.0M · 14 participants
CANTER WEALTH
CANTER COMPANIES 401(K) PLAN
$2.0M · 19 participants
WATERCRESS FINANCIAL GROUP
WATERCRESS FINANCIAL GROUP SAFE HARBOR 401(K) PLAN
$2.0M · 71 participants
WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC
WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC DEFINED BENEFIT PLAN
$2.0M · 3 participants
FERGUSON-JOHNSON WEALTH MANAGEMENT INC.
FERGUSON-JOHNSON WEALTH MANAGEMENT 401(K) PLAN
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
$2.0M · 2 participants
SEMINOLE INVESTMENT MANAGEMENT, INC.
SEMINOLE INVESTMENT MANAGEMENT, INC. DEFINED BENEFIT PLAN
$2.0M · 3 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
