How big is First Source Appraisal LLC's plan?

First Source Appraisal LLC's plan reported $724K in assets and 32 participants for 2024.

Original filing (PDF)20250610102326NAL0025464016001

First Source Appraisal LLC

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

Form 5500-SF

FILING_RECEIVED

First Source Appraisal 401(k) Plan

401(k) retirement plan · First Source Appraisal LLC's First Source Appraisal 401(k) Plan held $724K in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$724K

Net assets (EOY)

$724K

People on this filing

Marie Romano signed First Source Appraisal LLC's 2024 Form 5500 as plan administrator.

Marie Romano — 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

First Source Appraisal LLC's EIN is 27-4515666.

EIN 27-4515666

Plan number 001

Plan year 2024

ACK ID 20250610102326NAL0025464016001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off