Shirley Horner signed Insightsoftware, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insightsoftware, LLC's EIN is 56-1944603.
Download the official 2024 Form 5500 (PDF) for Insightsoftware, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Insightsoftware, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
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 | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTOR SERVICES LLC | 04-1590850 | — | ADVISOR | $63K | — |
| PENTEGRA SERVICES, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $10.0M | 14.8% | |
| Fidelity Investments Fidelity Freedom 2035 Fund Class K6 | Mutual Funds | — | — | $7.5M | 11.2% | |
| Fidelity Investments Fidelity Freedom 2030 Fund Class K6 | Mutual Funds | — | — | $7.1M | 10.5% | |
| Fidelity Investments Fidelity Freedom 2040 Fund Class K6 | Mutual Funds | — | — | $5.8M | 8.7% | |
| Fidelity Investments Fidelity Freedom 2055 Fund Class K6 | Mutual Funds | — | — | $4.6M | 6.9% | |
| Fidelity Investments Fidelity Freedom 2045 Fund Class K6 | Mutual Funds | — | — | $4.4M | 6.6% | |
| Fidelity Investments Fidelity Freedom 2050 Fund Class K6 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $3.6M | 5.3% | |
| Fidelity Investments Fidelity Freedom 2025 Fund Class K6 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $1.6M | 2.4% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $1.0M | 1.5% | |
| Principal SmallCap Growth Fund I Class R-6 | Other securities | — | — | $892K | 1.3% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $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 | Mutual Funds | — | — | $700K | 1.0% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $683K | 1.0% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Self-directed brokerage account | Self-Directed Brokerage | — | — | $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 | Other securities | — | — | $619K | 0.9% | |
| Participant loans Interest rates from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $514K | 0.8% | |
| Fidelity Investments Fidelity Freedom Inc K6 ** 733 * Fidelity Investments Fidelity Freedom 2065 Fund Class K6 | Mutual Funds | — | — | $467K | 0.7% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $142K | 0.2% | |
| Janus Henderson Multi-Sector Income Fund Class N | Mutual Funds | — | — | $117K | 0.2% | |
| Capital Research and Management Company American Funds New World Fund Class R6 | Mutual Funds | — | — | $80K | 0.1% | |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2010 Fund Class K6 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-3745616 |
| — |
| CONSULTANT |
| $24K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CPA LLC | 54-1172176 | — | ACCOUNTANT/AUDITOR | $16K | — |
