Plan Snapshot
- Plan Sponsor: Insight Venture Management, LLC
- Sponsor EIN: 134172507
- Sponsor Address: 1114 AVENUE OF THE AMERICAS, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 490
- Total Assets: $74.3M
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 | 490 | $74.3M | $2.7M | $8.0M |
| 2023 | 487 | $53.3M | $2.5M | $7.6M |
| 2022 | 472 | $35.1M | $2.2M | $5.7M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $19,667 | — | $19,667 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,667
- Estimated Expense Ratio: 0.026% 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 | $20,492 | $19,667 | — | — | — |
| 2023 | $15,865 | $13,696 | — | — | — |
| 2022 | $8,492 | $8,100 | — | — | — |