How big is Insightful Accountant, LLC's plan?

Insightful Accountant, LLC's plan reported $256K in assets and 2 participants for 2025.

Original filing (PDF)20260505092750NAL0000601075001

Insightful Accountant, LLC

Name: Insightful Accountant, LLC — Insightful Accountant, Form 5500 (2025)
Creator: Insightful Accountant, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insightful Accountant, LLC 401(k) Plan

401(k) retirement plan · Insightful Accountant, LLC's Insightful Accountant, LLC 401(k) Plan held $256K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$256K

Net assets (EOY)

$256K

People on this filing

Jared Porter signed Insightful Accountant, LLC's 2025 Form 5500 as plan administrator.

Jared Porter — 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

Insightful Accountant, LLC's EIN is 46-3336282.

EIN 46-3336282

Plan number 001

Plan year 2025

ACK ID 20260505092750NAL0000601075001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Insightful Accountant, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Insightful Accountant, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSIGHTFUL ACCOUNTANT, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

INSIGHTFUL ACCOUNTANT, LLC

EIN

all filings

Address

105 IDLEGATE CT · ALPHARETTA, GA · 30022

Phone

(770) 545-3159

Industry

Information / Tech / Media

Plan administrator