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Filings through Oct 24, 2026.

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Insightful Tax and Advisory

EIN 82-2007872-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$75K assets
Welfare
0
Participants
4
905A S BRYANT AVE - EDMOND, OK 73034405-400-1230
Plans on this EIN
1 filing
#001401(k)-$75K - 4 part

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Retirement#001

INSIGHTFUL TAX AND ADVISORY 401(K) PLAN

401(k)

Assets$75K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INSIGHTFUL TAX AND ADVISORY 401(K) PLAN401(k)$75K42025
Retirement plans
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