Original filing (PDF)20250614084534NAL0052839922001

SOURCE CAPITAL ADVISORS

Name: SOURCE CAPITAL ADVISORS — SOURCE CAPITAL ADVISORS 401(K), Form 5500 (2024)
Creator: SOURCE CAPITAL ADVISORS

Form 5500-SF

FILING_RECEIVED

SOURCE CAPITAL ADVISORS 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$285K

Net assets (EOY)

$285K

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.

Decision-maker contacts

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

Plan sponsor

Name

SOURCE CAPITAL ADVISORS

EIN

26-3851737

Address

3060 PEACHTREE ROAD · SUITE 1830 · ATLANTA, GA · 30305

Phone

(470) 481-6842

Industry

Other Services (ex. Public Admin)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

2025-06-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

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CRESCENT SOLUTIONS

CRESCENT SOLUTIONS 401(K) RETIREMENT PLAN TRUST

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CONFIDENT SMILE INC

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WOODLAND SOLUTIONS INC