How big is Outsource, LLC's plan?

Outsource, LLC's plan reported $20.2M in assets and 8,298 participants for 2024.

Original filing (PDF)20251014171906NAL0001725395001

Outsource, LLC

Name: Outsource, LLC — Outsource, LLC 401(k) Profit, Form 5500 (2024)
Creator: Outsource, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Outsource, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Outsource, LLC's Outsource, LLC 401(k) Profit Sharing Plan held $20.2M in plan assets for 8,298 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issued~94 bps in Sched C fees

Active participants

8,298

Accounts w/ balance

1,295

Plan assets (EOY)

$20.2M

Net assets (EOY)

$20.2M

Plan identifiers

Outsource, LLC's EIN is 20-0586432.

EIN 20-0586432

Plan number 002

Plan year 2024

ACK ID 20251014171906NAL0001725395001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Outsource, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

22 securities

funds · stocks · CUSIPs

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

Plan health score

Below-average — multiple flags

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (6th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (6th percentile).

Plan sponsor

Name

OUTSOURCE, LLC

EIN

all filings

Address

711-A CAMPUS SQUARE W · EL SEGUNDO, CA · 902455081

Phone

(310) 953-3048

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS	04-2647786	—	RECORDKEEPER	$97K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
HOLDEN WEALTH MANAGEMENT INC.	03-0397432	TORRANCE, CA	ADVISOR	$42K	—

Actuary

Investments

22 direct securities · 1 pooled fund· $19.9M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Mutual Funds

$16.8M

13 holdings

Other securities

$1.4M

5 holdings

Common Collective Trusts

$1.1M

3 holdings

Bonds / Notes

$547K

1 holding

Common Collective Trust

$123K

1 holding

					% of plan
American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$2.9M	14.2%
American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$2.6M	12.7%
American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$2.5M	12.4%
American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$2.3M	11.3%
American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$2.3M	11.1%
American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$1.9M	9.4%
American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$1.1M	5.2%
T. Rowe Price Blue Chip Growth Fund Mutual Fund	Other securities	—	—	$845K	4.2%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$719K	3.6%
American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$630K	3.1%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$547K	2.7%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$304K	1.5%
American Funds Washington Mutual Fund R6 Mutual Fund	Mutual Funds	—	—	$271K	1.3%
American Funds 2020 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$204K	1.0%
JPMorgan Small Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$177K	0.9%
Oakmark International R-6 Mutual Fund	Other securities	—	—	$154K	0.8%
FA STABLE VALUE FIDELITY INVESTMENTS · EIN 04-2647786 / PN 060	Common Collective Trust	—	—	$123K	0.6%
DoubleLine Core Fixed Income Fund Class I Mutual Fund	Other securities	—	—	$114K	0.6%
American Funds Small Cap World Class R-6 Mutual Fund	Mutual Funds	—	—	$108K	0.5%
American Funds 2015 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$84K	0.4%
Undiscovered Managers Behavioral Value Fund Class R6 Mutual Fund	Other securities	—	—	$75K	0.4%
Fidelity Government Money Market Fund Class K6 Mutual Fund ** 6 iShares MSCI EAFE International Index Fund Class K Mutual Fund	Common Collective Trusts	—	—	$62K	0.3%
American Funds 2010 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$39K	0.2%