Insidere 401(K) Retirement Plan — Form 5500 plan (Insidere, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Insidere 401(K) Retirement Plan is a benefit plan reported by Insidere, LLC under EIN 47-1377213 and plan number 001. The latest loaded filing year is 2023. The filing reports 627 participants and $13,977,251 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Insidere, LLC
EIN
47-1377213
Plan number
001
Plan type
2
Location
Charleston, SC
Latest filing year
2023
Participants
627
End-of-year plan assets
$13,977,251

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023627H, C20250312134326NAL0019102081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,977,251
Total liabilities (EOY)
$0
Net assets (EOY)
$13,977,251
Net assets (BOY)
$12,368,932

Income & contributions

Employer contributions
$609,480
Participant contributions
$1,317,630
Total contributions
$1,954,049
Total income / additions
$4,149,894

Expenses & distributions

Benefits paid
$2,482,655
Administrative expenses
$58,920
Total expenses
$2,541,575
Net increase / (decrease)
$1,608,319

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Saos Capital LLCADVISOR$25,406not reported in the loaded dataset2023
The Waterford Group LLCADVISOR$19,458not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$14,040$02023

Related Form 5500 pages