How big is Source Dynamics, LLC's plan?

Source Dynamics, LLC's plan reported $997K in assets and 12 participants for 2025.

Original filing (PDF)20260430163015NAL0000290962001

Source Dynamics, LLC

Name: Source Dynamics, LLC — Source Dynamics 401(k) Plan, Form 5500 (2025)
Creator: Source Dynamics, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Source Dynamics 401(k) Plan

401(k) retirement plan · Source Dynamics, LLC's Source Dynamics 401(k) Plan held $997K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$997K

Net assets (EOY)

$997K

People on this filing

Brenda Brandt signed Source Dynamics, LLC's 2025 Form 5500 as plan administrator.

Brenda Brandt — 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

Source Dynamics, LLC's EIN is 20-2582241.

EIN 20-2582241

Plan number 001

Plan year 2025

ACK ID 20260430163015NAL0000290962001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Source Dynamics, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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