# Insight Wealth Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/insight-wealth-partners-llc-401k-plan

> Insight Wealth Partners, LLC's 401(k) plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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