How big is Collegesource, Inc.'s plan?

Collegesource, Inc.'s plan reported $20.0M in assets and 95 participants for 2024.

Original filing (PDF)20250730140016NAL0005739680001

Collegesource, Inc.

Name: Collegesource, Inc. — Collegesource, Inc. Retirement, Form 5500 (2024)
Creator: Collegesource, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collegesource, Inc. Retirement Plan

401(k) retirement plan · Collegesource, Inc.'s Collegesource, Inc. Retirement Plan held $20.0M in plan assets for 95 participants in 2024.

Active participants

Accounts w/ balance

105

Plan assets (EOY)

$20.0M

Net assets (EOY)

$20.0M

People on this filing

Tiffany Wheelright signed Collegesource, Inc.'s 2024 Form 5500 as plan administrator.

Tiffany Wheelright — 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

Collegesource, Inc.'s EIN is 20-1009018.

EIN 20-1009018

Plan number 001

Plan year 2024

ACK ID 20250730140016NAL0005739680001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Collegesource, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score