# Insightsoftware, LLC 401(k) Plan
Source: https://planprovider.pro/companies/insightsoftware-llc-401k-plan

> Insightsoftware, LLC's 401(k) plan: 780 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Insightsoftware, LLC

- **Sponsor EIN:** 561944603

- **Sponsor Address:** 8529 SIX FORKS ROAD SUITE 400, RALEIGH, NC, 27615

- **Plan Type:** 401(k)

- **Total Participants:** 780

- **Total Assets:** $67.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|780|$67.1M|$2.2M|$6.2M|

| 2023|700|$59.7M|$2.3M|$6.7M|

| 2022|686|$52.8M|$2.2M|$6.1M|

## 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|

| MML INVESTOR SERVICES LLC|ADVISOR|$62,500|—|$62,500|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$31,761|—|$31,761|

| PENTEGRA SERVICES, INC.|CONSULTANT|$23,931|—|$23,931|

| SIKICH CPA LLC|ACCOUNTANT/AUDITOR|$15,500|—|$15,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $133,692

- **Estimated Expense Ratio:** 0.199% 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|$132,877|$62,500|—|$15,500|—|

| 2023|$254,403|—|—|—|—|

| 2022|$248,646|$154,869|$93,777|—|—|

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