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Original filing (PDF)20251015164302NAL0005449521001
INSIGHTLY, INC.
Form 5500
FILING_RECEIVED
INSIGHTLY, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
75
Accounts w/ balance
130
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSIGHTLY, INC..
Plan sponsor
Name
INSIGHTLY, INC.
EIN
45-3944472
Address
58 WEST PORTAL AVE PMB 716 · SAN FRANCISCO, CA · 94127
Phone
(925) 413-3456
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
25 direct securities · 4 pooled funds· $7.4M(99% of reported assets)
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.
Registered Investment Companies
$7.0M
25 holdings
Common Collective Trust
$378K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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