INSIGHT INVESTMENT
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+3 YoYRank #1500 of mapped providers
Assets under administration$32.5B0.0%Market share · rank #448
Fees received$3MMedian $180,145/planSum across Schedule C direct + indirect
Net wins YoY+34 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical INSIGHT INVESTMENT plan look like?
Service mix · median fees per plan
Count of plans where INSIGHT INVESTMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment managementCode 28 | 7 | $180,145 | |
Investment advisory (plan); Direct payment from the planCode 27 | 3 | $168,473 | |
Direct payment from the planCode 50 | 1 | $224,662 |
Competitor overlap
Percent of INSIGHT INVESTMENT's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under INSIGHT INVESTMENT.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLANCA · 941133245-001 | CHARLES BESOCKE | $2.1B |
THE NATIONAL EDUCATION ASSOCIATIONDC · 530115260-333 | HarbourVest Partners, LLC | $910M |
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUNDNJ · 236405043-001 | PNC Bank | $335M |
CINTAS CORPORATIONOH · 311188630-020 | Mercer | $53M |
Plans lost in 2024
Appeared last year under INSIGHT INVESTMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEESDC · 530237789-001 | Pension Benefit Information LLC | $1.6B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $403,997 | 4y | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATIONTX · 740959140-001 | $4.6B | 49,301 | $1M | 4y | - |
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLANCA · 941133245-001 | $2.1B | 22,897 | $224,662 | 1y | - |
THE NATIONAL EDUCATION ASSOCIATIONDC · 530115260-333 | $910M | 2,972 | $5,633 | 1y | 1 |
BOARD OF DIRECTORS OF THE IBEW LOCALS' SAVING & RETIREMENT GROUP TRUSTNY · 271722149-023 | $742M | 2,667 | $137,666 | 4y | 1 |
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUNDNJ · 236405043-001 | $335M | 2,400 | $180,145 | 1y | - |
DONALDSON COMPANY, INC.MN · 410222640-001 | $178M | 2,306 | $284,382 | 7y | - |
BOARD OF TRUSTEES LOCAL 805NY · 131917612-001 | $177M | 1,923 | $209,010 | 3y | - |
DONALDSON COMPANY, INC.MN · 410222640-003 | $99M | 1,444 | $168,473 | 7y | - |
CINTAS CORPORATIONOH · 311188630-020 | $53M | 2,290 | $83,702 | 1y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into INSIGHT INVESTMENT.
- D BRENNAN REILLY PC
- D. BRENANAN RILEY
- D. BRENNAN REILLY PC
- D. BRENNAN REILLY, P.C.
- INSIGHT INVESTMENT
- INSIGHT INVESTMENT MANAGEMENT
- INSIGHT INVESTMENTS
- INSIGHT INVESTMENTS LLC
- INSIGHT INVESTMENTS MANAGEMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for INSIGHT INVESTMENT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 18.18% | 1.71% | +16.47 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 9.09% | 1.76% | +7.33 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with INSIGHT INVESTMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on INSIGHT INVESTMENT's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Proskauer Rose LLP | 2 | 18.2% |
| EPSTEIN BECKER & GREEN | 1 | 9.1% |
| Gould Kobrick & Schlapp PC | 1 | 9.1% |
| Markowitz & Richman LLP | 1 | 9.1% |
| Mooney, Green, Baker & Saidon PC | 1 | 9.1% |
| Morgan Lewis & Bockius LLP | 1 | 9.1% |
| Saltzman & Johnson Law Corporation | 1 | 9.1% |
| Shumaker Loop & Kendrick LLP | 1 | 9.1% |
| Slevin & Hart PC | 1 | 9.1% |
| Spear Wilderman PC | 1 | 9.1% |