Plan Ledger DOL Form 5500 · updated monthly

Insight Investments Corp.401(k)

INSIGHT INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN · COSTA MESA, CA · plan year 2024

Reported admin expense ratio · 2024
0.22%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Insight Investments Corp. reported $95,148 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $3,407 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,863rd-largest of 9,483 plans among California employers on file, and the 2,906th of 11,654 in professional & technical services. In 2024, employees put in $3.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,925,647
Participants with balances406
Active participants285
Employer contributions$971,009
Employee contributions$3,090,630
Employer contribution per active participant$3,407
Average account balance$115,580
Benefits paid to participants$3,676,737
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,582
Investment management$62,566
Total administrative$95,148
The Insight Investments Corp. 401(k) match · 2024
Employer contribution per active participant$3,407
Median for plans this size$2,416

Insight Investments Corp.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
WOODBURY FINANCIAL SERVICES INC · Investment advisory (plan)$45,471
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$37,944
OSAIC WEALTH INC · Investment advisory (plan)$17,095

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$95,148 · 0.22%
Same employer
Similar plansProfessional & Technical Services · California
Lozano Smith LLP CA$47.4M · 0.02%
Green Hasson & Janks LLP CA$47.2M · 0.13%
Dahlin Group, Inc. CA$47.2M · 0.00%
Watg Holdings, Inc. CA$46.9M · 0.35%
Geron Corporation CA$46.3M · 0.16%
Omada Health, Inc. CA$45.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330249383 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.