Plan Snapshot
- Plan Sponsor: Insigneo Securities, LLC
- Sponsor EIN: 650886254
- Sponsor Address: 1221 BRICKELL AVENUE, MIAMI, FL, 33131
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $11.3M
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 | 138 | $11.3M | $308,796 | $803,354 |
| 2023 | 107 | $9.1M | $235,026 | $638,542 |
| 2022 | 100 | $6.9M | $171,641 | $559,607 |
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 |
|---|---|---|---|---|
| BIGGSKOFFORD, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BIGGSKOFFORD, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $34,914 | $30,020 | — | — | — |
| 2023 | $15,941 | — | — | — | — |
| 2022 | $9,637 | $8,493 | $1,144 | — | — |