Steven Zupan signed Insightly, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insightly, Inc.'s EIN is 45-3944472.
Download the official 2024 Form 5500 (PDF) for Insightly, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Insightly, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $1.4M | 18.3% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $1.3M | 17.9% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $1.1M | 14.5% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $734K | 9.9% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $681K | 9.2% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $475K | 6.4% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $321K | 4.3% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $235K | 3.2% | |
| CARILLON EAGLE MID CAP GR - A | Registered Investment Companies | — | — | $189K | 2.5% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $135K | 1.8% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $117K | 1.6% | |
| CARILLON EAGLE SMCAP GROWTH A | Registered Investment Companies | — | — | $115K | 1.6% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $104K | 1.4% | |
| FIDELITY ADVISOR REAL ESTATE-M | Registered Investment Companies | — | — | $99K | 1.3% | |
| VICTORY INTEGRITY SM CAP VAL A | Registered Investment Companies | — | — | $84K | 1.1% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $66K | 0.9% | |
| FRANKLIN RISING DIVIDENDS - A | Registered Investment Companies | — | — | $55K | 0.7% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $39K | 0.5% | |
| FEDERATED HERMES INTL LEADERS | Registered Investment Companies | — | — | $32K | 0.4% | |
| PUTNAM HIGH YIELD A | Registered Investment Companies | — | — | $31K | 0.4% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $27K | 0.4% | |
| TEMPLETON FOREIGN FUND - A | Registered Investment Companies | — | — | $18K | 0.2% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $15K | 0.2% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $14K | 0.2% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $10K | 0.1% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $5K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $3K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $2K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
