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Original filing (PDF)20250210135018NAL0018224385001
ETHOSOURCE, LLC
Form 5500
FILING_RECEIVED
ETHOSOURCE, LLC EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
49
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ETHOSOURCE, LLC.
Plan sponsor
Name
ETHOSOURCE, LLC
EIN
23-3091307
Address
180 GRACE BLVD · MORGANTOWN, PA · 19543
Phone
(610) 286-1766
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
510
Plan year
2024
Plan year begin
2024-04-01
Tax period
2024-06-30
Filed
2025-02-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATRIOT (POWER-KUNKLE GROUP, INC.) | 87-2917800 | — | BROKER | $5K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $792 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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