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Original filing (PDF)20241011192207NAL0012883139001
APPLIED INSIGHT, LLC
Form 5500
FILING_RECEIVED
APPLIED INSIGHT, LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
442
Accounts w/ balance
582
Plan assets (EOY)
$44.6M
Net assets (EOY)
$44.6M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLIED INSIGHT, LLC.
Plan sponsor
Name
APPLIED INSIGHT, LLC
EIN
54-1957619
Address
11180 SUNRISE VALLEY DRIVE · SUITE 300 · RESTON, VA · 20191
Phone
(703) 413-7727
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
2024-10-11
Pension benefit codes
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
Investments
2 pooled funds· $1.1M(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MISSIONSQ PLUS R13 VANTAGETRUST COMPANY, LLC · EIN 52-7193751 / PN 001 | Common Collective Trust | $1.1M | 2.4% |
| CT EMRG MKT OPP A AMERIPRISE TRUST COMPANY · EIN 81-4389578 / PN 093 | Common Collective Trust | $0 | <0.1% |
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