Source Management, Inc. 401(k) Plan
What public Form 5500 filings show about the Source Management, Inc. 401(k) plan — and how to find and check your own account.
The Source Management, Inc. 401(k) on its latest Form 5500
Source Management, Inc. (EIN 84-1151197) reports SOURCE MANAGEMENT, INC. 401(K) PLAN on its most recent Form 5500, with $6.3M in plan assets across 62 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Source Management, Inc. filing — schedules, fees, and providers.
Who runs the Source Management, Inc. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is The Standard (StanCorp), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Source Management, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BANK OF OKLAHOMA.
How to check your Source Management, Inc. 401(k)
- Log in to The Standard (StanCorp)’s participant portal (the site on your statements).
- Ask Source Management, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).