# Inszone Insurance Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/inszone-insurance-services-llc-401k-plan

> Inszone Insurance Services LLC&#39;s 401(k) plan: 718 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- Plan Sponsor: Inszone Insurance Services LLC (EIN 260879471)

- Plan Type: 401(k)

- Total Participants: 718

- Total Assets: $13.9M

- Sponsor State: CA

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|718|$13.9M|$1.1M|$2.2M|

| 2023|385|$6.7M|$687,191|$1.4M|

| 2022|259|$3.9M|$434,106|$866,757|

## Service Providers

- **LEE CPA AUDIT GROUP** — Accountant / Independent Qualified Public Accountant

## Similar Plans

- [Brown & Riding Insurance Services, INC.](https://planprovider.pro/companies/brown-riding-insurance-services-inc-401k-plan) — 498 participants

- [Venbrook Group, LLC](https://planprovider.pro/companies/venbrook-group-llc-401k-plan) — 453 participants

- [Smith Health, INC.](https://planprovider.pro/companies/smith-health-inc-plan) — 669 participants

- [Hippo Employee Services INC.](https://planprovider.pro/companies/hippo-employee-services-inc-401k-plan) — 688 participants

- [The Liberty Company Insurance Brokers, INC.](https://planprovider.pro/companies/the-liberty-company-insurance-brokers-inc-401k-plan) — 720 participants

- [Woodruff-Sawyer & Co.](https://planprovider.pro/companies/woodruff-sawyer-co-plan) — 741 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/inszone-insurance-services-llc-401k-plan)

&copy; 2026 PlanProvider.Pro
