Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INSIGHT ADVISORS, LLC
EIN 46-3237598financial servicesLatest filing 2024
Plans
2
Retirement
2
$437K assets
Welfare
0
Participants
12
10 NORTH STATE STREET - NEWTOWN, PA 18940215-550-6011myinsightadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $437K 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#001
INSIGHT ADVISORS, LLC 401(K) PLAN
401k
Assets$298K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
INSIGHT ADVISORS PENSION PLAN
CashBalance
Assets$139K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INSIGHT ADVISORS, LLC 401(K) PLAN | 401k | $298K | 8 | 2024 | |
| 002 | INSIGHT ADVISORS PENSION PLAN | CashBalance | $139K | 4 | 2024 |
Retirement plans