Original filing (PDF)20250909111249NAL0042652722001

INSULATE SB, INC.

Name: INSULATE SB, INC. — INSULATE SB, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: INSULATE SB, INC.

Form 5500-SF

FILING_RECEIVED

INSULATE SB, INC. 401(K) PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$369K

Net assets (EOY)

$369K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSULATE SB, INC..

Plan sponsor

Name

INSULATE SB, INC.

EIN

45-2479826

Address

130 N CALLE CESAR CHAVEZ, #40 · SANTA BARBARA, CA · 93103

Phone

(805) 845-3999

Industry

Constructionsee 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

2025-09-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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