How big is Insight Securities Inc.'s plan?

Insight Securities Inc.'s plan reported $1.6M in assets and 32 participants for 2024.

Original filing (PDF)20251007141334NAL0002528659001

Insight Securities Inc.

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

Form 5500-SF

FILING_RECEIVED

Insight Securities, Inc. 401(k) Plan & Trust

401(k) retirement plan · Insight Securities Inc.'s Insight Securities, Inc. 401(k) Plan & Trust held $1.6M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Michael Makula signed Insight Securities Inc.'s 2024 Form 5500 as plan administrator.

Michael Makula — 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 Securities Inc.'s EIN is 36-2708269.

EIN 36-2708269

Plan number 003

Plan year 2024

ACK ID 20251007141334NAL0002528659001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Insight Securities Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 INSIGHT SECURITIES INC.

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Plan health score

Above-average plan

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

Knocking points off