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Original filing (PDF)20250827100817NAL0009437233001
INSIDERE, LLC
Form 5500
FILING_RECEIVED
INSIDERE 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
519
Accounts w/ balance
489
Plan assets (EOY)
$21.2M
Net assets (EOY)
$21.2M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 60% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSIDERE, LLC.
Plan sponsor
Name
INSIDERE, LLC
EIN
81-4019017
Address
1505 KING ST · SUITE 101 · CHARLESTON, SC · 29405
Phone
(843) 300-3300
Industry
Professional & Technical Servicessee 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
2025-08-27
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2G · Total participant-directed accounts
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WATERFORD GROUP LLC | 80-0675279 | — | ADVISOR | $63K | — |
Investments
26 direct securities· $21.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $4.3M | 20.3% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class | — | — | — | $2.7M | 12.9% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class | — | — | — | $2.2M | 10.2% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class | — | — | — | $1.5M | 7.2% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class | — | — | — | $1.5M | 7.1% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class | — | — | — | $1.4M | 6.7% | |
| Guggenheim Investments Guggenheim Limited Duration Institutional Class | — | — | — | $1.1M | 5.3% | |
| Grant Park Funds Grant Park Multi Alternative Strategies Fund Class I | — | — | — | $729K | 3.4% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class | — | — | — | $702K | 3.3% | |
| Lord Abbett Lord Abbett Short Duration Income Fund Class R6 | — | — | — | $579K | 2.7% | |
| American Funds American Funds New Economy Fund Class R6 | — | — | — | $565K | 2.7% | |
| Allspring Global Investments Allspring Disciplined US Core Fund | — | — | — | $512K | 2.4% | |
| Franklin Templeton Investments Western Asset Core Plus Bond I Fund | — | — | — | $414K | 2.0% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class | — | — | — | $404K | 1.9% | |
| Fidelity Mid Cap Index | — | — | — | $334K | 1.6% | |
| Fidelity Government Money Market | — | — | — | $334K | 1.6% | |
| Vanguard Mid Cap Growth Index Admiral | — | — | — | $288K | 1.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $269K | 1.3% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $221K | 1.0% | |
| Fidelity Global ex US Index Fund | — | — | — | $210K | 1.0% | |
| Fidelity Emerging Markets Index | — | — | — | $194K | 0.9% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class | — | — | — | $192K | 0.9% | |
| Harbor Investments Harbor Mid Cap Value Institutional | — | — | — | $165K | 0.8% | |
| Notes receivables from participants Participant loans, maturing through 2029 at interest rates of 4.25% 9.5% 0 | — | — | — | $142K | 0.7% | |
| Hartford Small Company Y Fund | — | — | — | $85K | 0.4% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class | — | — | — | $79K | 0.4% |