How big is Shared Insight Inc.'s plan?

Shared Insight Inc.'s plan reported $264K in assets and 4 participants for 2025.

Original filing (PDF)20260514101930NAL0016659778001

Shared Insight Inc.

Name: Shared Insight Inc. — Shared Insight Inc. 401(k), Form 5500 (2025)
Creator: Shared Insight Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shared Insight Inc. 401(k) Plan

401(k) retirement plan · Shared Insight Inc.'s Shared Insight Inc. 401(k) Plan held $264K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$264K

Net assets (EOY)

$264K

People on this filing

Lee Cox signed Shared Insight Inc.'s 2025 Form 5500 as plan administrator.

Lee Cox — 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

Shared Insight Inc.'s EIN is 45-4037609.

EIN 45-4037609

Plan number 001

Plan year 2025

ACK ID 20260514101930NAL0016659778001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shared Insight Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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