How big is Source Capital Advisors' plan?

Source Capital Advisors' plan reported $285K in assets and 15 participants for 2024.

Original filing (PDF)20250614084534NAL0052839922001

Source Capital Advisors

Name: Source Capital Advisors — Source Capital Advisors, Form 5500 (2024)
Creator: Source Capital Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Source Capital Advisors 401(k)

401(k) retirement plan · Source Capital Advisors' Source Capital Advisors 401(k) held $285K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$285K

Net assets (EOY)

$285K

People on this filing

Shirley Horner signed Source Capital Advisors' 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Capital Advisors' EIN is 26-3851737.

EIN 26-3851737

Plan number 001

Plan year 2024

ACK ID 20250614084534NAL0052839922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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