How big is Insight Financial Advisors' plan?

Insight Financial Advisors' plan reported $2.7M in assets and 4 participants for 2024.

Original filing (PDF)20250214171843NAL0025124033001

Insight Financial Advisors

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

Form 5500-SF

FILING_RECEIVED

Insight Financial Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Insight Financial Advisors' Insight Financial Advisors 401(k) Profit Sharing Plan held $2.7M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Wanda Delgado signed Insight Financial Advisors' 2024 Form 5500 as plan administrator.

Wanda Delgado — 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 Financial Advisors' EIN is 41-2031626.

EIN 41-2031626

Plan number 001

Plan year 2024

ACK ID 20250214171843NAL0025124033001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Insight Financial Advisors' plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSIGHT FINANCIAL ADVISORS.

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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