How big is Source Direct Inc.'s plan?

Source Direct Inc.'s plan reported $149K in assets and 6 participants for 2025.

Original filing (PDF)20260421105458NAL0003830064001

Source Direct Inc.

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

Form 5500-SF

FILING_RECEIVED

Source Direct Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Source Direct Inc.'s Source Direct Inc. 401(k) Profit Sharing Plan & Trust held $149K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

People on this filing

Edward Rojas signed Source Direct Inc.'s 2025 Form 5500 as plan administrator.

Edward Rojas — 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 Direct Inc.'s EIN is 22-3765789.

EIN 22-3765789

Plan number 001

Plan year 2025

ACK ID 20260421105458NAL0003830064001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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