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INSIGNEO SECURITIES, LLC — INSIGNEO RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250630164438NAL0027918098001
INSIGNEO SECURITIES, LLC
Form 5500-SF
FILING_RECEIVED
INSIGNEO RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
34
Accounts w/ balance
37
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
INSIGNEO SECURITIES, LLC
.
Find decision makers
Plan sponsor
Name
INSIGNEO SECURITIES, LLC
EIN
65-0886254
Address
235 CALLE FEDERICO COSTAS · PARQUE LAS AMERICAS 1, SUITE 101 · SAN JUAN, PR · 00918
Phone
(787) 425-5710
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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No Schedule C compensation disclosed — likely a small plan or unbundled.
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