How big is Insero LLC's plan?

Insero LLC's plan reported $309K in assets and 8 participants for 2024.

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Original filing (PDF)20250530155424NAL0022621938001

Insero LLC

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

Form 5500-SF

FILING_RECEIVED

Insero LLC

401(k) retirement plan · Insero LLC held $309K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$309K

Net assets (EOY)

$309K

People on this filing

Christina Blinn signed Insero LLC's 2024 Form 5500 as plan administrator.

Christina Blinn — 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

Insero LLC's EIN is 46-4162386.

EIN 46-4162386

Plan number 001

Plan year 2024

ACK ID 20250530155424NAL0022621938001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

INSERO LLC

EIN

all filings

Address

3928 S DORSEY LANE · TEMPE, AZ · 85282

Phone

(602) 363-9225

Industry

Agriculture, Forestry, Fishing, Hunting

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

2025-05-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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