How big is Insite Realty Advisors, LLC's plan?

Insite Realty Advisors, LLC's plan reported $324K in assets and 2 participants for 2024.

Original filing (PDF)20260120123122NAL0001294579001

Insite Realty Advisors, LLC

Name: Insite Realty Advisors, LLC — Insite Realty, Form 5500 (2024)
Creator: Insite Realty Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insite Realty Advisors, LLC 401(k) & Profit Sharing

401(k) retirement plan · Insite Realty Advisors, LLC's Insite Realty Advisors, LLC 401(k) & Profit Sharing held $324K in plan assets for 2 participants in 2024.

Signals · 1

Late filing · 2.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$324K

Net assets (EOY)

$324K

People on this filing

JULI Haupt signed Insite Realty Advisors, LLC's 2024 Form 5500 as plan administrator.

JULI Haupt — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Insite Realty Advisors, LLC's EIN is 80-0707907.

EIN 80-0707907

Plan number 001

Plan year 2024

ACK ID 20260120123122NAL0001294579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Insite Realty Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Insite Realty Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSITE REALTY ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

INSITE REALTY ADVISORS, LLC

EIN

all filings

Address

5000 BIRCH ST. · STE 400 · NEWPORT BEACH, CA · 92660

Phone

(949) 333-8500

Industry

Construction

Plan administrator