Plan Snapshot
- Plan Sponsor: Insight Wealth Partners, LLC
- Sponsor EIN: 272626130
- Sponsor Address: 3333 PREMIER DR., SUITE 800, PLANO, TX, 75023
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $1.4M
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. |
|---|
| 2024 | 16 | $1.4M | $36,406 | $78,061 |
| 2023 | 14 | $1.1M | $38,423 | $64,735 |
| 2022 | 12 | $837,445 | $48,501 | $114,536 |