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INSIGHT WEALTH PARTNERS, LLC

EIN 27-2626130-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
20
3333 PREMIER DR., SUITE 800 - PLANO, TX 75023972-543-4868insightwp.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.8M - 20 part

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Retirement#001

INSIGHT WEALTH PARTNERS, LLC RETIREMENT SAVINGS PLAN

401k

Assets$1.8M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INSIGHT WEALTH PARTNERS, LLC RETIREMENT SAVINGS PLAN401k$1.8M202025
Retirement plans
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