# Insight Venture Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/insight-venture-management-llc-401k-plan

> Insight Venture Management, LLC's 401(k) plan: 490 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [RSM US LLP](https://planprovider.pro/provider/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|—|—|—|

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