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INSIGHT WEALTH STRATEGIES, LLC

EIN 82-5323905-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
16
2603 CAMINO RAMON, SUITE 350 - SAN RAMON, CA 94583925-659-8007insight2wealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.7M - 16 part

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Retirement#001

IWS RETIREMENT 401(K) PLAN & TRUST

401k

Assets$1.7M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IWS RETIREMENT 401(K) PLAN & TRUST401k$1.7M162025
Retirement plans
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