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

Insigne Advisor Consulting, LLC's plan reported $2.0M in assets and 3 participants for 2024.

Original filing (PDF)20250929130635NAL0012202496001

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, LLC Cash Balance Plan

Defined-benefit pension plan · Insigne Advisor Consulting, LLC's Insigne Advisor Consulting, LLC Cash Balance Plan held $2.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

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

EIN 27-3408208

Plan number 002

Plan year 2024

ACK ID 20250929130635NAL0012202496001

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 cash-balance formula, a frozen benefit (no new accruals).

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off