Thomas Davis signed INSA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
INSA, Inc.'s EIN is 46-3327054.
Download the official 2024 Form 5500 (PDF) for INSA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)INSA, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT | 23-3038464 | — | CONTRACT ADMINISTRATOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABG CONSULTANTS | — | SALT LAKE CITY, UT | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity International Index | Mutual Funds | — | — | $336K | 13.2% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $229K | 9.0% | |
| Columbia Dividend Income Inst3 | Other securities | — | — | $203K | 8.0% | |
| Lord Abbett Short Duration Income R6 | Mutual Funds | — | — | $157K | 6.2% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $147K | 5.8% | |
| Wells Fargo Special Mid Cap Value R6 | Other securities | — | — | $134K | 5.3% | |
| PIMCO Income Instl | Mutual Funds | — | — | $128K | 5.1% | |
| Undiscovered Managers Behavioral Val R6 | Other securities | — | — | $124K | 4.9% | |
| Vanguard Information Technology Idx Adm | Common Collective Trusts | — | — | $117K | 4.6% | |
| Dodge & Cox Income | Mutual Funds | — | — | $108K | 4.3% | |
| Fidelity Advisor Health Care Z | Mutual Funds | — | — | $85K | 3.4% | |
| BlackRock High Yield Bond K | Other securities | — | — | $85K | 3.3% | |
| Fidelity Advisor Small Cap Growth Z | Mutual Funds | — | — | $82K | 3.2% | |
| Columbia Strategic Income Inst2 | Other securities | — | — | $80K | 3.2% | |
| Western Asset Core Bond IS | Other securities | — | — | $78K | 3.1% | |
| DFA Emerging Markets I | Mutual Funds | — | — | $78K | 3.1% | |
| Fidelity Cash Reserves ** 62 Hermes Government Obligations Fund | Mutual Funds | — | — | $76K | 3.0% | |
| Eaton Vance Short Duration Gov Inc I | Common Stocks | — | — | $68K | 2.7% | |
| Schwab S&P 500 Index | Common Collective Trusts | — | — | $57K | 2.2% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $45K | 1.8% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $35K | 1.4% | |
| Invesco Money Market | Mutual Funds | — | — | $22K | 0.9% | |
| Vanguard Interm-Term Bond Index Adm | Mutual Funds | — | — | $13K | 0.5% | |
| Vanguard Mid Cap Index Admiral ** 192 Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $9K | 0.4% | |
| DFA Inflation-Protected Securities I | Mutual Funds | — | — | $7K | 0.3% | |
| Vanguard Total Intl Stock Index Admiral ** 631 Vanguard Value Index Adm | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
