How big is New Insight Wealth Advisors' plan?

New Insight Wealth Advisors' plan reported $3.4M in assets and 8 participants for 2025.

Original filing (PDF)20260206141551NAL0008437363001

New Insight Wealth Advisors

Name: New Insight Wealth Advisors — Seong SOO Lee, Form 5500 (2025)
Creator: New Insight Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Seong SOO Lee Retirement Plan

401(k) retirement plan · New Insight Wealth Advisors' Seong SOO Lee Retirement Plan held $3.4M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

New Insight Wealth Advisors' EIN is 87-4215565.

EIN 87-4215565

Plan number 001

Plan year 2025

ACK ID 20260206141551NAL0008437363001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for New Insight Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

New Insight Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEW INSIGHT WEALTH ADVISORS.

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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