Ingrid Evans signed Insight Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insight Enterprises, Inc.'s EIN is 86-0766246.
Download the official 2024 Form 5500 (PDF) for Insight Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Insight Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $421K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $108K | — |
| SAGE VIEW | 33-0818667 |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2035 B | Other securities | — | — | $119.9M | 12.7% | |
| TRP RETIRE 2035 H T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $119.9M | 12.7% | |
| T. Rowe Price T. Rowe Price Retirement 2040 B | Other securities | — | — | $111.8M | 11.9% | |
| TRP RETIRE 2040 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $111.8M | 11.9% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $98.4M | 10.5% | |
| T. Rowe Price T. Rowe Price Retirement 2030 B | Other securities | — | — | $86.8M | 9.2% | |
| TRP RETIRE 2030 H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $86.8M | 9.2% | |
| T. Rowe Price T. Rowe Price Retirement 2045 B | Other securities | — | — | $81.1M | 8.6% | |
| TRP RETIRE 2045 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $81.1M | 8.6% | |
| Fidelity Investments Contrafund K6 | Mutual Funds | — | — | $69.0M | 7.3% | |
| T. Rowe Price T. Rowe Price Retirement 2050 B | Other securities | — | — | $55.9M | 5.9% | |
| TRP RETIRE 2050 H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $55.9M | 5.9% | |
| T. Rowe Price T. Rowe Price Retirement 2025 B | Other securities | — | — | $48.4M | 5.1% | |
| TRP RETIRE 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $48.4M | 5.1% | |
| T. Rowe Price T. Rowe Price Retirement 2055 B | Other securities | — | — | $41.4M | 4.4% | |
| TRP RETIRE 2055 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $41.4M | 4.4% | |
| Fidelity BrokerageLink Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $27.5M | 2.9% | |
| Principal Funds, Inc. Midcap Fund R6 | Common Stocks | — | — | $23.4M | 2.5% | |
| T. Rowe Price T. Rowe Price Retirement 2060 B | Other securities | — | — | $19.3M | 2.1% | |
| TRP RETIRE 2060 H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $19.3M | 2.1% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $17.1M | 1.8% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $14.9M | 1.6% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $14.2M | 1.5% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $11.7M | 1.2% | |
| maturing through January 2045 -0- | Other securities | — | — | $11.1M | 1.2% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $10.7M | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 B | Other securities | — | — | $9.8M | 1.0% | |
| TRP RETIRE 2020 H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $9.8M | 1.0% | |
| Registered Investment Companies PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $9.2M | 1.0% | |
| American Beacon Large Cap Value R6 | Other securities | — | — | $7.5M | 0.8% | |
| DFA Emerging Markets Portfolio Institutional Class | Mutual Funds | — | — | $7.5M | 0.8% | |
| Vanguard Selected Value Fund Investor Shares | Mutual Funds | — | — | $7.3M | 0.8% | |
| Fidelity Investments U.S. Bond Index Fund | Common Collective Trusts | — | — | $6.2M | 0.7% | |
| Fidelity Investments Diversified International K6 | Mutual Funds | — | — | $5.1M | 0.5% | |
| DFA U.S. Targeted Value I | Mutual Funds | — | — | $5.1M | 0.5% | |
| Vanguard Short-Term Inflation Protected Securities Index Fund | Common Collective Trusts | — | — | $4.7M | 0.5% | |
| American Beacon International Equity R6 | Other securities | — | — | $4.3M | 0.5% | |
| Fidelity Investments U.S. Sustainability Index Fund | Common Collective Trusts | — | — | $3.9M | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2065 B | Other securities | — | — | $3.0M | 0.3% | |
| TRP RETIRE 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2015 B | Other securities | — | — | $2.7M | 0.3% | |
| TRP RETIRE 2015 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.3% | |
| Calvert International Responsible Index Fund | Common Collective Trusts | — | — | $1.3M | 0.1% | |
| TRP RETIRE 2010 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $913K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2010 B | Other securities | — | — | $913K | <0.1% | |
| Fidelity Investments Government Money Market Fund | Mutual Funds | — | — | $212K | <0.1% | |
| TRP RETIRE 2045 E T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2065 E T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2015 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2035 E T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CONSULTANT |
| $79K |
| — |
