How big is Mountain Source, LC's plan?

Mountain Source, LC's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250626103122NAL0020617122001

Mountain Source, LC

Name: Mountain Source, LC — Mountain Source, LC 401(k), Form 5500 (2024)
Creator: Mountain Source, LC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mountain Source, LC 401(k) Profit Sharing Plan

401(k) retirement plan · Mountain Source, LC's Mountain Source, LC 401(k) Profit Sharing Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Bruce Gordon signed Mountain Source, LC's 2024 Form 5500 as plan administrator.

Bruce Gordon — 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

Mountain Source, LC's EIN is 20-4574729.

EIN 20-4574729

Plan number 001

Plan year 2024

ACK ID 20250626103122NAL0020617122001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

MOUNTAIN SOURCE, LC

EIN

all filings

Address

130 W COMOMEALTH · SALT LAKE CITY, UT · 841152505

Phone

(303) 907-8696

Industry

Wholesale Trade

Plan administrator