How big is Nusource Financial LLC's plan?

Nusource Financial LLC's plan reported $8.5M in assets and 124 participants for 2024.

Original filing (PDF)20250702163353NAL0033365858001

Nusource Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Nusource Financial Retirement Plan

401(k) retirement plan · Nusource Financial LLC's Nusource Financial Retirement Plan held $8.5M in plan assets for 124 participants in 2024.

Signals · 1

No auditor on file

Active participants

124

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

People on this filing

Kristen Freeman signed Nusource Financial LLC's 2024 Form 5500 as plan administrator.

Kristen Freeman — 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

Nusource Financial LLC's EIN is 30-0858798.

EIN 30-0858798

Plan number 001

Plan year 2024

ACK ID 20250702163353NAL0033365858001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nusource Financial LLC'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 NUSOURCE FINANCIAL LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score