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SOURCEONE BUILDING MAINTENANCE, INC. — SOURCEONE BUILDING MAINTENANCE 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250924115910NAL0009181795001
SOURCEONE BUILDING MAINTENANCE, INC.
Form 5500-SF
FILING_RECEIVED
SOURCEONE BUILDING MAINTENANCE 401(K) PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
39
Accounts w/ balance
2
Plan assets (EOY)
$662K
Net assets (EOY)
$662K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOURCEONE BUILDING MAINTENANCE, INC.
.
Find decision makers
Plan sponsor
Name
SOURCEONE BUILDING MAINTENANCE, INC.
EIN
26-2033223
Address
2974 SCOTT BLVD. · SANTA CLARA, CA · 95054
Phone
(408) 229-8126
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 5% as many balances as active participants — suggests many active employees aren't deferring.
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.
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