How big is Insight Financial Partners' plan?

Insight Financial Partners' plan reported $64K in assets and 5 participants for 2025.

Original filing (PDF)20260521173437NAL0002361953001

Insight Financial Partners

Name: Insight Financial Partners — Insight Financial, Form 5500 (2025)
Creator: Insight Financial Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insight Financial Partners 401(k) Plan

401(k) retirement plan · Insight Financial Partners' Insight Financial Partners 401(k) Plan held $64K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

Plan identifiers

Insight Financial Partners' EIN is 93-1418873.

EIN 93-1418873

Plan number 001

Plan year 2025

ACK ID 20260521173437NAL0002361953001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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