How big is Insite EFS, LLC's plan?

Insite EFS, LLC's plan reported $302K in assets and 5 participants for 2024.

Original filing (PDF)20250604144558NAL0011339009001

Insite EFS, LLC

Name: Insite EFS, LLC — Insite EFS, LLC 401(k) Profit, Form 5500 (2024)
Creator: Insite EFS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insite EFS, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Insite EFS, LLC's Insite EFS, LLC 401(k) Profit Sharing Plan held $302K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$302K

Net assets (EOY)

$302K

People on this filing

Deborah Jordan signed Insite EFS, LLC's 2024 Form 5500 as plan administrator.

Deborah Jordan — 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

Insite EFS, LLC's EIN is 46-5329057.

EIN 46-5329057

Plan number 001

Plan year 2024

ACK ID 20250604144558NAL0011339009001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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 (90th percentile).

Plan sponsor

Name

INSITE EFS, LLC

EIN

all filings

Address

PO BOX 2478 · CANYON LAKE, TX · 78133

Phone

(512) 222-9133

Industry

Real Estate

Plan administrator