# Insight Regroup Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/insight-regroup-holdings-inc-401k-plan

> Insight Regroup Holdings, INC.'s 401(k) plan: 454 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Insight Regroup Holdings, INC.

- **Sponsor EIN:** 843687007

- **Sponsor Address:** 1120 ROUTE 73, SUITE 300, MT. LAUREL, NJ, 08054

- **Plan Type:** 401(k)

- **Total Participants:** 454

- **Total Assets:** $16.8M

## 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|454|$16.8M|$271,154|$3.1M|

| 2023|470|$13.0M|$310,762|$3.0M|

| 2022|535|$8.7M|$324,253|$2.3M|

## 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|$65,174|—|$65,174|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$35,627|—|$35,627|

| KREISCHER MILLER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [KREISCHER MILLER](https://planprovider.pro/provider/kreischer-miller) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $100,801

- **Estimated Expense Ratio:** 0.600% 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|$105,756|$40,582|—|—|—|

| 2023|$93,621|$31,439|—|—|—|

| 2022|$61,926|$1,369|—|—|—|

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