Plan Snapshot
- Plan Sponsor: Insight Credit Union
- Sponsor EIN: 590626648
- Sponsor Address: 270 WINDING HOLLOW BOULEVARD, WINTER SPRINGS, FL, 327084035
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 121 | $9.1M | $349,788 | $477,520 |
| 2023 | 129 | $8.5M | $328,146 | $441,677 |
| 2022 | 116 | $6.9M | $278,077 | $363,843 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $69,401 | $66,232 | — | — | — |
| 2023 | $57,745 | $56,481 | — | — | — |
| 2022 | $55,800 | — | — | — | $55,800 |