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Original filing (PDF)20251010152911NAL0013417792001
INSIGHTSOFTWARE, LLC
Form 5500
FILING_RECEIVED
INSIGHTSOFTWARE 401(K) PLAN
401(k) retirement plan
Active participants
780
Accounts w/ balance
1,017
Plan assets (EOY)
$67.1M
Net assets (EOY)
$67.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSIGHTSOFTWARE, LLC.
Plan sponsor
Name
INSIGHTSOFTWARE, LLC
EIN
56-1944603
Address
8529 SIX FORKS ROAD SUITE 400 · RALEIGH, NC · 27615
Phone
(919) 872-7800
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Name
PENTEGRA SERVICES INC.
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTOR SERVICES LLC | 04-1590850 | — | ADVISOR | $63K | — |
| PENTEGRA SERVICES, INC. | 13-3745616 | — | CONSULTANT | $24K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CPA LLC | 54-1172176 | — | ACCOUNTANT/AUDITOR | $16K | — |
Investments
25 direct securities · 5 pooled funds· $67.1M(100% 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.
Uncategorized
$58.7M
24 holdings
Common Collective Trust
$8.4M
5 holdings
Mutual Funds
$6K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $10.0M | 14.8% | |
| Fidelity Investments Fidelity Freedom 2035 Fund Class K6 | — | — | — | $7.5M | 11.2% | |
| Fidelity Investments Fidelity Freedom 2030 Fund Class K6 | — | — | — | $7.1M | 10.5% | |
| Fidelity Investments Fidelity Freedom 2040 Fund Class K6 | — | — | — | $5.8M | 8.7% | |
| Fidelity Investments Fidelity Freedom 2055 Fund Class K6 | — | — | — | $4.6M | 6.9% | |
| Fidelity Investments Fidelity Freedom 2045 Fund Class K6 | — | — | — | $4.4M | 6.6% | |
| Fidelity Investments Fidelity Freedom 2050 Fund Class K6 | — | — | — | $4.4M | 6.5% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $4.2M | 6.3% | |
| Fidelity Investments Fidelity Freedom 2060 Fund Class K6 | — | — | — | $3.6M | 5.3% | |
| Fidelity Investments Fidelity Freedom 2025 Fund Class K6 | — | — | — | $1.8M | 2.7% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.7M | 2.6% | |
| MFS Heritage Trust Company MFS Mid Cap Growth Fund Class R6 | — | — | — | $1.6M | 2.4% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $1.3M | 2.0% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $1.0M | 1.6% | |
| Fidelity Investments Fidelity Freedom 2020 Fund Class K6 | — | — | — | $1.0M | 1.5% | |
| Principal SmallCap Growth Fund I Class R-6 | — | — | — | $892K | 1.3% | |
| Allspring Special Small Cap Value R6 | — | — | — | $755K | 1.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $752K | 1.1% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $700K | 1.0% | |
| Fidelity Investments Fidelity International Index | — | — | — | $683K | 1.0% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Self-directed brokerage account | — | — | — | $649K | 1.0% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $646K | 1.0% | |
| Metropolitan West Metropolitan West Total Return Bond Plan | — | — | — | $619K | 0.9% | |
| Participant loans Interest rates from 4.25% to 9.50% -0- | — | — | — | $514K | 0.8% | |
| Fidelity Investments Fidelity Freedom Inc K6 ** 733 * Fidelity Investments Fidelity Freedom 2065 Fund Class K6 | — | — | — | $467K | 0.7% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $142K | 0.2% | |
| Janus Henderson Multi-Sector Income Fund Class N | — | — | — | $117K | 0.2% | |
| Capital Research and Management Company American Funds New World Fund Class R6 | — | — | — | $80K | 0.1% | |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2010 Fund Class K6 | — | — | — | $3K | <0.1% |