Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INSIGNE ADVISOR CONSULTING, LLC
EIN 27-3408208Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
12
7845 COLONY ROAD, SUITE 3302 - CHARLOTTE, NC 28226704-708-5448
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
INSIGNE ADVISOR CONSULTING, LLC CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
INSIGNE ADVISOR CONSULTING, INC. 401(K) PLAN
401k
Assets$337K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INSIGNE ADVISOR CONSULTING, LLC CASH BALANCE PLAN | CashBalance | $2.6M | 3 | 2025 | |
| 001 | INSIGNE ADVISOR CONSULTING, INC. 401(K) PLAN | 401k | $337K | 9 | 2025 |
Retirement plans