What public Form 5500 filings show about the Source Management, Inc. 401(k) plan — and how to find and check your own account.
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.
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.
