How big is Insync Management Partners' plan?

Insync Management Partners' plan reported $64K in assets and 2 participants for 2024.

Original filing (PDF)20250530115425NAL0008054289001

Insync Management Partners

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

Form 5500-SF

FILING_RECEIVED

Insync Management Partners 401(k) and Profit Sharing Plan

401(k) retirement plan · Insync Management Partners' Insync Management Partners 401(k) and Profit Sharing Plan held $64K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

People on this filing

Brian Winley signed Insync Management Partners' 2024 Form 5500 as plan administrator.

Brian Winley — 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

Insync Management Partners' EIN is 84-4778722.

EIN 84-4778722

Plan number 001

Plan year 2024

ACK ID 20250530115425NAL0008054289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Insync Management Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Insync Management Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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