Plan Snapshot
- Plan Sponsor: Insight Investments Corp.
- Sponsor EIN: 330249383
- Sponsor Address: 611 ANTON BLVD. SUITE 700, COSTA MESA, CA, 92626
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 410
- Total Assets: $51.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 410 | $51.4M | $0 | $0 |
| 2024 | 285 | $46.9M | $971,009 | $3.1M |
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 | $96,016 | — | $96,016 |
| OSAIC WEALTH INC | Investment Advisor | $69,240 | — | $69,240 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $165,256
- Estimated Expense Ratio: 0.321% 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 |
|---|---|---|---|---|---|
| 2025 | $6,360,992 | $69,240 | — | — | — |
| 2024 | $95,148 | $62,566 | $1,500 | — | — |