How big is Inventory Source's plan?

Inventory Source's plan reported $847K in assets and 15 participants for 2024.

Original filing (PDF)20250729112522NAL0001275235001

Inventory Source

Name: Inventory Source — Inventory Source 401(k) Plan, Form 5500 (2024)
Creator: Inventory Source
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inventory Source 401(k) Plan

401(k) retirement plan · Inventory Source's Inventory Source 401(k) Plan held $847K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$847K

Net assets (EOY)

$847K

People on this filing

Barry Mione signed Inventory Source's 2024 Form 5500 as plan administrator.

Barry Mione — 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

Inventory Source's EIN is 27-0043250.

EIN 27-0043250

Plan number 001

Plan year 2024

ACK ID 20250729112522NAL0001275235001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

INVENTORY SOURCE

EIN

all filings

Address

320 1ST ST N · SUITE 709 · JACKSONVILLE BEACH, FL · 32250

Phone

(704) 661-9174

Industry

Software Publishers· Information / Tech / Media

Plan administrator