Benjamin Schlang signed Insight Regroup Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insight Regroup Holdings, Inc.'s EIN is 84-3687007.
Download the official 2024 Form 5500 (PDF) for Insight Regroup Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Insight Regroup Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $36K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2045 IPR | Mutual Funds | — | — | $2.3M | 13.5% | |
| Fidelity Investments Fidelity Freedom Index 2035 IPR | Mutual Funds | — | — | $2.0M | 12.1% | |
| Fidelity Investments Fidelity Freedom Index 2050 IPR | Mutual Funds | — | — | $1.9M | 11.4% | |
| Fidelity Investments Fidelity Freedom Index 2040 IPR | Mutual Funds | — | — | $1.8M | 10.7% | |
| Fidelity Investments Fidelity Freedom Indec Inc IPR 663 * Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $1.6M | 9.7% | |
| Fidelity Investments Fidelity Freedom Index 2030 IPR | Mutual Funds | — | — | $1.3M | 7.5% | |
| Fidelity Investments Fidelity Freedom Index 2055 IPR | Mutual Funds | — | — | $1.2M | 7.0% | |
| Fidelity Investments Fidelity Freedom Index 2025 IPR | Mutual Funds | — | — | $668K | 4.0% | |
| Fidelity Investments Fidelity Freedom Index 2060 IPR | Mutual Funds | — | — | $539K | 3.2% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $479K | 2.9% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $337K | 2.0% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $324K | 1.9% | |
| Fidelity Investments Fidelity Freedom Index 2010 IPR 907 * Fidelity Investments Fidelity Freedom Index 2015 IPR | Mutual Funds | — | — | $264K | 1.6% | |
| Participant loans Interest rates ranging from 4.25% to 10.50% | Bonds / Notes | — | — | $257K | 1.5% | |
| Great Gray Trust Company Putnam Large Cap Value Fund Fee Class R1 | Mutual Funds | — | — | $211K | 1.3% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $211K | 1.3% | |
| Fidelity Investments Fidelity Freedom Index 2020 IPR | Mutual Funds | — | — | $177K | 1.1% | |
| VOYA Intermediate Bond Fund Class R6 | Other securities | — | — | $174K | 1.0% | |
| Allspring Special Mid Cap Fund Class R6 | Other securities | — | — | $157K | 0.9% | |
| Franklin Templeton Putnam International Value R6 | Mutual Funds | — | — | $137K | 0.8% | |
| American Funds American Funds New World Fund Class R6 | Mutual Funds | — | — | $124K | 0.7% | |
| PGIM High Yield R6 | Other securities | — | — | $100K | 0.6% | |
| MFS International Growth Fund Class R6 | Mutual Funds | — | — | $97K | 0.6% | |
| Gabelli US MM I | Other securities | — | — | $90K | 0.5% | |
| Allspring Special Small Cap Fund Value R6 | Other securities | — | — | $61K | 0.4% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $58K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index 2065 IPR | Mutual Funds | — | — | $48K | 0.3% | |
| Federated FH MDT Small Cap Growth R6 | Other securities | — | — | $45K | 0.3% | |
| MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $21K | 0.1% | |
| C&S Real Estate I | Other securities | — | — | $13K | <0.1% | |
| DFA International Small Company Portfolio Instutional Class | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
