How big is Source Advantage Ltd.'s plan?

Source Advantage Ltd.'s plan reported $2.6M in assets and 19 participants for 2024.

Original filing (PDF)20250718134235NAL0003366354001

Source Advantage Ltd.

Name: Source Advantage Ltd. — Source Advantage Ltd. 401(k), Form 5500 (2024)
Creator: Source Advantage Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Source Advantage Ltd. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Source Advantage Ltd.'s Source Advantage Ltd. 401(k) Profit Sharing Plan & Trust held $2.6M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

GREG Garrison signed Source Advantage Ltd.'s 2024 Form 5500 as plan administrator.

GREG Garrison — 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

Source Advantage Ltd.'s EIN is 31-1708056.

EIN 31-1708056

Plan number 001

Plan year 2024

ACK ID 20250718134235NAL0003366354001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Source Advantage Ltd.'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 SOURCE ADVANTAGE LTD.

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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