What public Form 5500 filings show about the Source One Financial Services, LLC 401(k) plan — and how to find and check your own account.
Source One Financial Services, LLC (EIN 37-1799265) reports SOURCE ONE 401(K) RETIREMENT PLAN on its most recent Form 5500, with $0 in plan assets across 0 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 One Financial Services, LLC filing — schedules, fees, and providers.
Source One Financial Services, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Source One Financial Services, LLCHR for the recordkeeper’s name and login.
