How big is Sourcegear LLC's plan?

Sourcegear LLC's plan reported $5.1M in assets and 8 participants for 2025.

Original filing (PDF)20260327090845NAL0005790737001

Sourcegear LLC

Name: Sourcegear LLC — Sourcegear LLC 401(k) Profit, Form 5500 (2025)
Creator: Sourcegear LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sourcegear LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Sourcegear LLC's Sourcegear LLC 401(k) Profit Sharing Plan held $5.1M in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Corey Steffen signed Sourcegear LLC's 2025 Form 5500 as plan administrator.

Corey Steffen — 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

Sourcegear LLC's EIN is 30-0220778.

EIN 30-0220778

Plan number 001

Plan year 2025

ACK ID 20260327090845NAL0005790737001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Sourcegear 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 SOURCEGEAR 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

Helping the score