How big is Insight Wealth Solutions, LLC's plan?

Insight Wealth Solutions, LLC's plan reported $3.8M in assets and 16 participants for 2025.

Original filing (PDF)20260424072456NAL0003017187001

Insight Wealth Solutions, LLC

Name: Insight Wealth Solutions, LLC — Ted Simonsen &, Form 5500 (2025)
Creator: Insight Wealth Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ted Simonsen & Associates 401(k) Plan

401(k) retirement plan · Insight Wealth Solutions, LLC's Ted Simonsen & Associates 401(k) Plan held $3.8M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Edward Simonsen signed Insight Wealth Solutions, LLC's 2025 Form 5500 as plan administrator.

Edward Simonsen — 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

Insight Wealth Solutions, LLC's EIN is 81-5149880.

EIN 81-5149880

Plan number 001

Plan year 2025

ACK ID 20260424072456NAL0003017187001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Insight Wealth Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Insight Wealth Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSIGHT WEALTH SOLUTIONS, 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score