Original filing (PDF)20250429155926NAL0000470771001

INSIGHT WEALTH STRATEGIES, LLC

Name: INSIGHT WEALTH STRATEGIES, LLC — IWS RETIREMENT 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: INSIGHT WEALTH STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

IWS RETIREMENT 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSIGHT WEALTH STRATEGIES, LLC.

Plan sponsor

Name

INSIGHT WEALTH STRATEGIES, LLC

EIN

82-5323905

Address

2603 CAMINO RAMON · SUITE 350 · SAN RAMON, CA · 94583

Phone

(925) 659-8007

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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