How big is Sourceone CVO LLC's plan?

Sourceone CVO LLC's plan reported $1.6M in assets and 7 participants for 2024.

Original filing (PDF)20250519085713NAL0000891504001

Sourceone CVO LLC

Name: Sourceone CVO LLC — Sourceone CVO LLC Safe Harbor, Form 5500 (2024)
Creator: Sourceone CVO LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sourceone CVO LLC Safe Harbor 401(k) Plan

401(k) retirement plan · Sourceone CVO LLC's Sourceone CVO LLC Safe Harbor 401(k) Plan held $1.6M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Keith Boyd signed Sourceone CVO LLC's 2024 Form 5500 as plan administrator.

Keith Boyd — 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

Sourceone CVO LLC's EIN is 20-2992793.

EIN 20-2992793

Plan number 001

Plan year 2024

ACK ID 20250519085713NAL0000891504001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sourceone CVO 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 SOURCEONE CVO 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