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Original filing (PDF)20251111121545NAL0006389235001
INSITU, INC.
Form 5500
FILING_RECEIVED
INSITU, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
527
Accounts w/ balance
883
Plan assets (EOY)
$144.0M
Net assets (EOY)
$144.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSITU, INC..
Plan sponsor
Name
INSITU, INC.
EIN
91-1641766
Address
118 E. COLUMBIA RIVER WAY · BINGEN, WA · 98605
Phone
(509) 493-8600
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-11-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVI, INC. | 34-1479833 | — | NONE | $96K | — |
| SELLWOOD CONSULTING LLC | 80-0827237 | — | NONE | $74K | — |
| MONTEREY PRIVATE WEALTH INC | 77-0576759 | — | NONE | $12K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $683 | — |
Investments
25 direct securities · 1 pooled fund· $144.0M(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
$142.0M
25 holdings
Common Collective Trust
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Mutual fund | — | — | — | $30.8M | 21.4% | |
| Vanguard Target Retiremnt 2045 Mutual fund | — | — | — | $12.3M | 8.6% | |
| Vanguard Midcap Index Instl Mutual fund | — | — | — | $9.6M | 6.6% | |
| Vanguard Target Retiremnt 2050 Mutual fund | — | — | — | $9.4M | 6.6% | |
| Mfs Mass Inv Grth Stk Fnd R6 Mutual fund | — | — | — | $9.4M | 6.5% | |
| Vanguard Target Retiremnt 2035 Mutual fund | — | — | — | $8.7M | 6.1% | |
| Vanguard Target Retiremnt 2030 Mutual fund | — | — | — | $8.2M | 5.7% | |
| Vanguard Target Retiremnt 2040 Mutual fund | — | — | — | $7.7M | 5.3% | |
| Personal Choice Retirement Accounts Self-directed brokerage accounts | — | — | — | $6.1M | 4.2% | |
| Segall Bryant Hamill Smcp Val Mutual fund | — | — | — | $5.9M | 4.1% | |
| Vanguard Total Intl Stk Instl Mutual fund | — | — | — | $5.6M | 3.9% | |
| T Rowe Price Large Cap Value I Mutual fund | — | — | — | $4.2M | 2.9% | |
| Vanguard Target Retiremnt 2055 Mutual fund | — | — | — | $3.9M | 2.7% | |
| Vanguard Target Retiremnt 2025 Mutual fund | — | — | — | $3.1M | 2.1% | |
| Doubleline Core Fixed Income I Mutual fund | — | — | — | $2.8M | 2.0% | |
| Europacific Growth R6 Mutual fund | — | — | — | $2.6M | 1.8% | |
| Dodge & Cox Intl Stock X Mutual fund | — | — | — | $2.2M | 1.5% | |
| Vanguard Ttl Bond Mkt Idx Adm Mutual fund | — | — | — | $2.1M | 1.5% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.4% | |
| Vanguard Inflation Protect Adm Mutual fund | — | — | — | $1.9M | 1.3% | |
| Vanguard Target Retiremnt 2020 Mutual fund | — | — | — | $1.6M | 1.1% | |
| Vanguard Target Retiremnt 2060 Mutual fund | — | — | — | $1.3M | 0.9% | |
| August 2034 - | — | — | — | $1.1M | 0.7% | |
| Dfa Global Real Estate Sec Mutual fund | — | — | — | $632K | 0.4% | |
| Vanguard Target Retmt Income Mutual fund | — | — | — | $410K | 0.3% | |
| Vanguard Target Retiremnt 2065 Mutual fund | — | — | — | $340K | 0.2% |
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