Plan Snapshot
- Plan Sponsor: Insight Technology Solutions, LLC
- Sponsor EIN: 522190062
- Sponsor Address: 170 JENNIFER ROAD, SUITE 130, ANNAPOLIS, MD, 21401
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 155 | $3.8M | $112,413 | $493,345 |
| 2023 | 155 | $3.6M | $93,231 | $533,520 |
| 2022 | 153 | $4.1M | $98,041 | $536,009 |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV | Recordkeeper | $18,380 | — | $18,380 |
| MORGAN STANLEY | Investment Advisor | $12,946 | — | $12,946 |
| COASTAL PENSION SERVICES | Recordkeeper | $12,626 | — | $12,626 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,952
- Estimated Expense Ratio: 1.158% 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 | $43,952 | — | — | — | — |
| 2023 | $35,220 | — | — | — | — |
| 2022 | $15,508 | $15,508 | — | — | — |