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Original filing (PDF)20251014182814NAL0001758963001
INSIGHT ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
INSIGHT ENTERPRISES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
6,347
Accounts w/ balance
8,611
Plan assets (EOY)
$941.5M
Net assets (EOY)
$941.5M
How this plan invests
This plan
25 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSIGHT ENTERPRISES, INC..
Plan sponsor
Name
INSIGHT ENTERPRISES, INC.
EIN
86-0766246
Address
2701 E INSIGHT WAY · CHANDLER, AZ · 85286
Phone
(480) 902-1000
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $421K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $108K | — |
| SAGE VIEW | 33-0818667 | — | CONSULTANT | $79K | — |
Investments
33 direct securities · 25 pooled funds· $1.5B(100% of reported assets)
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.
Uncategorized
$926.5M
33 holdings
Common Collective Trust
$595.9M
25 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2035 B | — | — | — | $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 | — | — | — | $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 | — | — | — | $98.4M | 10.5% | |
| T. Rowe Price T. Rowe Price Retirement 2030 B | — | — | — | $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 | — | — | — | $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 | — | — | — | $69.0M | 7.3% | |
| T. Rowe Price T. Rowe Price Retirement 2050 B | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $27.5M | 2.9% | |
| Principal Funds, Inc. Midcap Fund R6 | — | — | — | $23.4M | 2.5% | |
| T. Rowe Price T. Rowe Price Retirement 2060 B | — | — | — | $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 | — | — | — | $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 | — | — | — | $14.2M | 1.5% | |
| Dodge & Cox Income Fund | — | — | — | $11.7M | 1.2% | |
| maturing through January 2045 -0- | — | — | — | $11.1M | 1.2% | |
| Fidelity Investments International Index Fund | — | — | — | $10.7M | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 B | — | — | — | $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 | — | — | — | $9.2M | 1.0% | |
| American Beacon Large Cap Value R6 | — | — | — | $7.5M | 0.8% | |
| DFA Emerging Markets Portfolio Institutional Class | — | — | — | $7.5M | 0.8% | |
| Vanguard Selected Value Fund Investor Shares | — | — | — | $7.3M | 0.8% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $6.2M | 0.7% | |
| Fidelity Investments Diversified International K6 | — | — | — | $5.1M | 0.5% | |
| DFA U.S. Targeted Value I | — | — | — | $5.1M | 0.5% | |
| Vanguard Short-Term Inflation Protected Securities Index Fund | — | — | — | $4.7M | 0.5% | |
| American Beacon International Equity R6 | — | — | — | $4.3M | 0.5% | |
| Fidelity Investments U.S. Sustainability Index Fund | — | — | — | $3.9M | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2065 B | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $913K | <0.1% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $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% | |
| TRP RETIRE 2040 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 E T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2010 E T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2020 E T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2050 E T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2060 E T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2030 E T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2055 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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