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Original filing (PDF)20250312134326NAL0019102081001
INSIDERE, LLC
Form 5500
FILING_RECEIVED
INSIDERE 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.9 mo
Active participants
283
Accounts w/ balance
335
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
84
Concentration risk
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.9 months past the 10.5-month grace window.
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSIDERE, LLC.
Plan sponsor
Name
INSIDERE, LLC
EIN
47-1377213
Address
1505 KING ST · SUITE 101 · CHARLESTON, SC · 29405
Phone
(843) 300-3300
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-03-12
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
LEGARE BAILEY & HINSKE, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAOS CAPITAL LLC | 20-2432025 | — | ADVISOR | $25K | — |
| THE WATERFORD GROUP LLC | 80-0675279 | — | ADVISOR | $19K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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