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

Insight Wealth Strategies, LLC's plan reported $1.7M in assets and 11 participants for 2025.

Original filing (PDF)20260429085652NAL0022580802001

Insight Wealth Strategies, LLC

Name: Insight Wealth Strategies, LLC — IWS Retirement, Form 5500 (2025)
Creator: Insight Wealth Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IWS Retirement 401(k) Plan & Trust

401(k) retirement plan · Insight Wealth Strategies, LLC's IWS Retirement 401(k) Plan & Trust held $1.7M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Insight Wealth Strategies, LLC's EIN is 82-5323905.

EIN 82-5323905

Plan number 001

Plan year 2025

ACK ID 20260429085652NAL0022580802001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Insight Wealth Strategies, 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 INSIGHT WEALTH STRATEGIES, 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