John Reynolds signed Insight Human Services, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insight Human Services, Inc.'s EIN is 56-0951129.
Download the official 2023 Form 5500 (PDF) for Insight Human Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Insight Human Services, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | FORT WAYNE, IN | SERVICE PROVIDER | $550 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 3D ASSET MANAGEMENT | — | HARTFORD, CT | INVESTMENT ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.9M | 92.0% | |
| [Assets held in participant loans] | Other | — | — | $197K | 3.7% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION GROUP | 20-0235252 | JAMESTOWN, NC | CONTRACT ADMIN | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASPIRE FINANCIAL SERVICES, LLC | 27-1033755 | TAMPA, FL | SERVICE PROVIDER | $14K | — |
