How big is Source One Finance's plan?

Source One Finance's plan reported $1.6M in assets and 2 participants for 2025.

Original filing (PDF)20260309172640NAL0002501281001

Source One Finance

Name: Source One Finance — Source One Finance 401(k), Form 5500 (2025)
Creator: Source One Finance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Source One Finance 401(k) Profit Sharing Plan

401(k) retirement plan · Source One Finance's Source One Finance 401(k) Profit Sharing Plan held $1.6M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Source One Finance's EIN is 30-0139812.

EIN 30-0139812

Plan number 001

Plan year 2025

ACK ID 20260309172640NAL0002501281001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Source One Finance from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Source One Finance's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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 average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SOURCE ONE FINANCE

EIN

all filings

Address

2441 HONOLULU AVENUE, SUITE 142 · MONTROSE, CA · 91020

Phone

(626) 296-9000

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator