How big is Sourcepoint's plan?

Sourcepoint's plan reported $6.4M in assets and 97 participants for 2024.

Original filing (PDF)20251001082549NAL0005829187001

Sourcepoint

Name: Sourcepoint — Sourcepoint Matched Savings Plan, Form 5500 (2024)
Creator: Sourcepoint
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sourcepoint Matched Savings Plan

403(b) retirement plan · Sourcepoint's Sourcepoint Matched Savings Plan held $6.4M in plan assets for 97 participants in 2024, with Principal as recordkeeper.

Signals · 1

100% in single holding

Active participants

Accounts w/ balance

122

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

Anthony Warren signed Sourcepoint's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Sourcepoint's EIN is 31-1354284.

EIN 31-1354284

Plan number 001

Plan year 2024

ACK ID 20251001082549NAL0005829187001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sourcepoint's plan includes a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

SOURCEPOINT

EIN

all filings

Address