Plan Ledger DOL Form 5500 · updated monthly

Insightly, Inc.401(k)

INSIGHTLY, INC. 401(K) SAVINGS PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Insightly, Inc. reported $1,470 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. 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 2 years on file its reported administrative ratio rose from 0.01% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,211th of 9,483), and 8,901st of 11,654 in professional & technical services. active participation has shrunk from 141 to 75 since 2022.

Plan summary
Net assets, end of year$7,414,824
Participants with balances130
Active participants75
Employer contributions—
Employee contributions$679,918
Employer contribution per active participant—
Average account balance$57,037
Benefits paid to participants$724,857
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 130 accts
2023$6.5M · 138 accts
2022$5.2M · 144 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,470
Total administrative$1,470
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 · 20242
ADP, INC. · Loan processing · Recordkeeping$1,470
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,470 · 0.02%
2023$1,115 · 0.02%
2022$620 · 0.01%
Same employer
Similar plansProfessional & Technical Services · California
Twin Health, Inc. CA$7.5M · 0.12%
Umbra Lab, Inc. CA$7.4M · 0.07%
Recon Environmental, Inc. CA$7.4M · 0.72%
Rani Therapeutics LLC CA$7.4M · 0.13%
Payjoy Inc CA$7.4M · 0.11%
Linkus Holdings, Inc. CA$7.4M · 0.00%
Lbc Holdings, Inc. CA$7.3M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453944472 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.