How big is Transaction Insights' plan?

Transaction Insights' plan reported $499K in assets and 3 participants for 2025.

Original filing (PDF)20260429134135NAL0017578160001

Transaction Insights

Name: Transaction Insights — Transaction Insights 401(k), Form 5500 (2025)
Creator: Transaction Insights
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Transaction Insights 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Transaction Insights' Transaction Insights 401(k) Profit Sharing Plan & Trust held $499K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$499K

Net assets (EOY)

$499K

People on this filing

Edward Rojas signed Transaction Insights' 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Transaction Insights' EIN is 84-2252501.

EIN 84-2252501

Plan number 001

Plan year 2025

ACK ID 20260429134135NAL0017578160001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Transaction Insights from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Transaction Insights' 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 TRANSACTION INSIGHTS.

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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