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Sponsor portfolio

INSIGHT INVESTMENT COMPANY

EIN 86-0730439-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
16
3561 EAST SUNRISE DRIVE, SUITE 201 - TUCSON, AZ 85718520-577-6688
Plans on this EIN
2 filings
#001401k-$5.9M - 7 part#002CashBalance-$398K - 9 part

Retirement portfolio analytics

2 plans aggregated / $6.3M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • PROFIT SHARING PLAN (#001)94%
  • INVESTMENT CO. PENSION (#002)6%
Total $6.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INVESTMENT CO. PENSION (#002)9
  • PROFIT SHARING PLAN (#001)7
Total 16Click row to drill in

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 INVESTMENT COMPANY PROFIT SHARING PLAN

401k

Assets$5.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INSIGHT INVESTMENT CO. PENSION PLAN

CashBalance

Assets$398K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INSIGHT INVESTMENT COMPANY PROFIT SHARING PLAN401k$5.9M72025
002INSIGHT INVESTMENT CO. PENSION PLANCashBalance$398K92024
Retirement plans
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