Plan Ledger DOL Form 5500 · updated monthly

Insight Investments, LLC401(k)

INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN · COSTA MESA, CA · plan year 2023

Reported admin expense ratio · 2023
0.17%

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

Insight Investments, LLC reported $63,091 in plan administrative expenses for 2023: 0.17% of average plan assets, below the peer median. Employer contributions averaged $3,472 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.

Across the 1 year on file its reported administrative ratio fell from 0.18% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,119th-largest of 9,483 plans among California employers on file, and the 3,267th of 11,654 in professional & technical services. In 2023, employees put in $3.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,483,584
Participants with balances408
Active participants288
Employer contributions$999,972
Employee contributions$3,204,271
Employer contribution per active participant$3,472
Average account balance$99,224
Benefits paid to participants$4,914,475
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$40.5M · 408 accts · $1000K emplr
2022$35.2M · 368 accts · $775K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,393
Investment management$54,698
Total administrative$63,091
The Insight Investments, LLC 401(k) match · 2023
Employer contribution per active participant$3,472
Median for plans this size$2,440
2023$3,472 per active participant
2022$2,799 per active participant

Insight Investments, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
WOODBURY FINANCIAL SERVICES INC · Investment advisory (plan)$54,698
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$8,393

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

Administrative cost history2
2023$63,091 · 0.17%
2022$68,526 · 0.18%
Same employer
Similar plansProfessional & Technical Services · California
Prothena Biosciences Inc CA$41.0M · 0.00%
Nextroll, Inc. CA$41.0M · 0.43%
Sonic.Net, LLC CA$40.7M · 0.46%
Jfrog, Inc. CA$40.7M · 0.27%
Dg Architects, Inc. Dga CA$40.2M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943486721 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.