Plan Snapshot
- Plan Sponsor: Insight Enterprises, INC.
- Sponsor EIN: 860766246
- Sponsor Address: 2701 E INSIGHT WAY, CHANDLER, AZ, 85286
- Plan Type: 401(k)
- Total Participants: 6,347
- Total Assets: $941.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 6,347 | $941.5M | $15.7M | $61.6M |
| 2023 | 6,405 | $795.2M | $17.3M | $63.5M |
| 2022 | 7,240 | $649.4M | $17.7M | $63.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $421,167 | — | $421,167 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $107,795 | — | $107,795 |
| SAGE VIEW | Investment Advisor | $78,750 | — | $78,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
- SAGE VIEW — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $607,712
- Estimated Expense Ratio: 0.065% of plan assets
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 | $602,550 | $107,794 | $900 | — | — |
| 2023 | $487,531 | $99,445 | $1,800 | — | — |
| 2022 | $593,334 | $73,399 | — | — | — |