How big is Insight Asset Management, LLC's plan?

Insight Asset Management, LLC's plan reported $80K in assets and 3 participants for 2024.

Original filing (PDF)20250627154415NAL0009517969001

Insight Asset Management, LLC

Name: Insight Asset Management, LLC — Insight Asset, Form 5500 (2024)
Creator: Insight Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insight Asset Management, LLC Retirement Trust

401(k) retirement plan · Insight Asset Management, LLC's Insight Asset Management, LLC Retirement Trust held $80K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$80K

Net assets (EOY)

$80K

People on this filing

Plan Sponsor signed Insight Asset Management, LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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 Asset Management, LLC's EIN is 84-2201931.

EIN 84-2201931

Plan number 001

Plan year 2024

ACK ID 20250627154415NAL0009517969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Insight Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Insight Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 ASSET MANAGEMENT, 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