Neil Dickinson signed Insidere, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insidere, LLC's EIN is 47-1377213.
Download the official 2023 Form 5500 (PDF) for Insidere, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Insidere, LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAOS CAPITAL LLC | 20-2432025 | — | ADVISOR | $25K | — |
| THE WATERFORD GROUP LLC | 80-0675279 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $13.5M | 96.6% | |
| [Assets held in interest-bearing cash] | Other | — | — | $353K | 2.5% | |
| [Assets held in participant loans] | Other | — | — | $129K | 0.9% |
| — |
| ADVISOR |
| $19K |
| — |
