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Original filing (PDF)20251008134431NAL0005636401001
INSOURCE SERVICES, INC.
Form 5500
FILING_RECEIVED
INSOURCE SERVICES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
155
Accounts w/ balance
176
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
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 (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSOURCE SERVICES, INC..
Plan sponsor
Name
INSOURCE SERVICES, INC.
EIN
04-3178331
Address
148 LINDEN STREET · SUITE 306 · WELLESLEY, MA · 024827900
Phone
(781) 235-1490
Industry
Professional & Technical Servicessee all
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)
Audit & trust (Schedule H)
Auditor
PECK ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2045 R6 Mutual fund N/A | — | — | — | $1.9M | 17.8% | |
| Fidelity 500 Index PR Mutual fund N/A | — | — | — | $1.6M | 14.9% | |
| American Funds Target Date 2055 R6 Mutual fund N/A | — | — | — | $1.5M | 14.6% | |
| American Funds Target Date 2050 R6 Mutual fund N/A | — | — | — | $768K | 7.3% | |
| American Funds Target Date 2040 R6 Mutual fund N/A | — | — | — | $747K | 7.1% | |
| American Funds Target Date 2060 R6 Mutual fund N/A | — | — | — | $567K | 5.4% | |
| American Funds Balanced Fund Mutual fund N/A | — | — | — | $492K | 4.7% | |
| American Funds Target Date 2035 R6 Mutual fund N/A | — | — | — | $366K | 3.5% | |
| Fidelity International Index PR Mutual fund N/A | — | — | — | $310K | 2.9% | |
| American Funds Target Date 2030 R6 Mutual fund N/A | — | — | — | $224K | 2.1% | |
| T-Rowe Price Blue Chip Growth Mutual fund N/A | — | — | — | $219K | 2.1% | |
| Fidelity Government Money Market Fund Interest bearing cash N/A | — | — | — | $198K | 1.9% | |
| American Funds Target Date 2065 R3 Mutual fund N/A | — | — | — | $190K | 1.8% | |
| Metwest Total Return Bd Fund Mutual fund N/A | — | — | — | $174K | 1.7% | |
| Hood River Sml Cap Growth Mutual fund N/A | — | — | — | $157K | 1.5% | |
| CRLN Mid Cap Grwoth Fund Mutual fund N/A | — | — | — | $148K | 1.4% | |
| Fidelity Mid Cap Index PR Mutual fund N/A | — | — | — | $144K | 1.4% | |
| Baron Emerging Markets Fund Mutual fund N/A | — | — | — | $114K | 1.1% | |
| American Funds American Mutual Fund Mutual fund N/A | — | — | — | $113K | 1.1% | |
| Fidelity Small Cap Index PR Mutual fund N/A | — | — | — | $98K | 0.9% | |
| BlackRock Strategic Inc Opp Is Mutual fund N/A | — | — | — | $98K | 0.9% | |
| DFA US Sml Cap Value Fund Mutual fund N/A | — | — | — | $97K | 0.9% | |
| American Funds Target Date 2025 R6 Mutual fund N/A | — | — | — | $54K | 0.5% | |
| Hartford Intl Opportunity R6 Mutual fund N/A | — | — | — | $41K | 0.4% | |
| MFS Mid Cap Value Fund Mutual fund N/A | — | — | — | $34K | 0.3% | |
| C&S Inst Realty Shares Mutual fund N/A | — | — | — | $29K | 0.3% | |
| Calv US Large Cap Fund Mutual fund N/A | — | — | — | $4K | <0.1% |