How big is Insource Services, Inc.'s plan?

Insource Services, Inc.'s plan reported $10.5M in assets and 155 participants for 2024.

Original filing (PDF)20251008134431NAL0005636401001

Insource Services, Inc.

Name: Insource Services, Inc. — Insource Services 401(k), Form 5500 (2024)
Creator: Insource Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Insource Services 401(k) Profit Sharing Plan

401(k) retirement plan · Insource Services, Inc.'s Insource Services 401(k) Profit Sharing Plan held $10.5M in plan assets for 155 participants in 2024, with Fidelity as recordkeeper.

Active participants

155

Accounts w/ balance

176

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

People on this filing

Nataliia Sullivan signed Insource Services, Inc.'s 2024 Form 5500 as plan administrator.

Nataliia Sullivan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Insource Services, Inc.'s EIN is 04-3178331.

EIN 04-3178331

Plan number 001

Plan year 2024

ACK ID 20251008134431NAL0005636401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Insource Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Insource Services, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSOURCE SERVICES, INC..

Finding similar companies…

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

INSOURCE SERVICES, INC.

EIN

all filings

Address

148 LINDEN STREET · SUITE 306 · WELLESLEY, MA · 024827900

Phone

(781) 235-1490

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CIBC PRIVATE WEALTH ADVISORS INC	20-0822261	—	ADVISOR	$15K	—

Investments

27 direct securities· $10.4M(98% of reported assets)

Mutual Funds

$7.8M

17 holdings

Common Collective Trusts

$1.6M

1 holding

Other securities

$887K

8 holdings

Common Stocks

$98K

1 holding

					% of plan
American Funds Target Date 2045 R6 Mutual fund N/A	Mutual Funds	—	—	$1.9M	17.8%
Fidelity 500 Index PR Mutual fund N/A	Common Collective Trusts	—	—	$1.6M	14.9%
American Funds Target Date 2055 R6 Mutual fund N/A	Mutual Funds	—	—	$1.5M	14.6%
American Funds Target Date 2050 R6 Mutual fund N/A	Mutual Funds	—	—	$768K	7.3%
American Funds Target Date 2040 R6 Mutual fund N/A	Mutual Funds	—	—	$747K	7.1%
American Funds Target Date 2060 R6 Mutual fund N/A	Mutual Funds	—	—	$567K	5.4%
American Funds Balanced Fund Mutual fund N/A	Mutual Funds	—	—	$492K	4.7%
American Funds Target Date 2035 R6 Mutual fund N/A	Mutual Funds	—	—	$366K	3.5%
Fidelity International Index PR Mutual fund N/A	Mutual Funds	—	—	$310K	2.9%
American Funds Target Date 2030 R6 Mutual fund N/A	Mutual Funds	—	—	$224K	2.1%
T-Rowe Price Blue Chip Growth Mutual fund N/A	Other securities	—	—	$219K	2.1%
Fidelity Government Money Market Fund Interest bearing cash N/A	Mutual Funds	—	—	$198K	1.9%
American Funds Target Date 2065 R3 Mutual fund N/A	Mutual Funds	—	—	$190K	1.8%
Metwest Total Return Bd Fund Mutual fund N/A	Other securities	—	—	$174K	1.7%
Hood River Sml Cap Growth Mutual fund N/A	Other securities	—	—	$157K	1.5%
CRLN Mid Cap Grwoth Fund Mutual fund N/A	Other securities	—	—	$148K	1.4%
Fidelity Mid Cap Index PR Mutual fund N/A	Mutual Funds	—	—	$144K	1.4%
Baron Emerging Markets Fund Mutual fund N/A	Other securities	—	—	$114K	1.1%
American Funds American Mutual Fund Mutual fund N/A	Mutual Funds	—	—	$113K	1.1%
Fidelity Small Cap Index PR Mutual fund N/A	Mutual Funds	—	—	$98K	0.9%
BlackRock Strategic Inc Opp Is Mutual fund N/A	Common Stocks	—	—	$98K	0.9%
DFA US Sml Cap Value Fund Mutual fund N/A	Mutual Funds	—	—	$97K	0.9%
American Funds Target Date 2025 R6 Mutual fund N/A	Mutual Funds	—	—	$54K	0.5%
Hartford Intl Opportunity R6 Mutual fund N/A	Other securities	—	—	$41K	0.4%
MFS Mid Cap Value Fund Mutual fund N/A	Mutual Funds	—	—	$34K	0.3%
C&S Inst Realty Shares Mutual fund N/A	Other securities	—	—	$29K	0.3%
Calv US Large Cap Fund Mutual fund N/A	Other securities	—	—	$4K	<0.1%