How big is Insight Wealth Group, LLC's plan?

Insight Wealth Group, LLC's plan reported $3.4M in assets and 17 participants for 2024.

Original filing (PDF)20251013094024NAL0002257250001

Insight Wealth Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Insight Wealth Group, LLC 401(k) Plan

401(k) retirement plan · Insight Wealth Group, LLC's Insight Wealth Group, LLC 401(k) Plan held $3.4M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Insight Wealth Group, LLC's EIN is 45-4556907.

EIN 45-4556907

Plan number 001

Plan year 2024

ACK ID 20251013094024NAL0002257250001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Insight Wealth Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Insight Wealth Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off