Insight Technology Solutions, Llc 401(k) Plan
Sponsored by Insight Technology Solutions, Llc · EIN 522190062 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 155
- With balances
- 134
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Serv | Recordkeeping fees | $18,380 |
| Morgan Stanley | Investment advisory (plan) | $12,946 |
| Coastal Pension Services | Contract administrator | $12,626 |