Plansource Financial Services, Inc. (EIN 59-3707284) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $80.7M in plan assets and 2,270 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Plansource Financial Services, Inc. Retirement Savings Plan | 001 | 1,933 | $80.7M |
| Plansource Financial Services, Inc. Health and Welfare Benefits Plan | 512 | 337 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
59-3707284 is the Employer Identification Number (EIN) Plansource Financial Services, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Florida EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
