Insight Investments Corp. 401(k) Profit Sharing Plan
Sponsored by Insight Investments Corp. · EIN 330249383 · Plan #001
- Total assets
- $46.9M
- Net assets
- $46.9M
- Active participants
- 285
- With balances
- 406
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Woodbury Financial Services Inc | Investment advisory (plan) | $45,471 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $37,944 |
| Osaic Wealth Inc | Investment advisory (plan) | $17,095 |