How big is Source 1 Mortgage's plan?

Source 1 Mortgage's plan reported $454K in assets and 2 participants for 2024.

Original filing (PDF)20250922124257NAL0006690483001

Source 1 Mortgage

Name: Source 1 Mortgage — Source 1 Mortgage 401(k) Profit, Form 5500 (2024)
Creator: Source 1 Mortgage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Source 1 Mortgage 401(k) Profit Sharing Plan

401(k) retirement plan · Source 1 Mortgage's Source 1 Mortgage 401(k) Profit Sharing Plan held $454K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$454K

Net assets (EOY)

$454K

People on this filing

Daniel Smith signed Source 1 Mortgage's 2024 Form 5500 as plan administrator.

Daniel Smith — 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 1 Mortgage's EIN is 33-1014714.

EIN 33-1014714

Plan number 001

Plan year 2024

ACK ID 20250922124257NAL0006690483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Source 1 Mortgage from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Source 1 Mortgage'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 1 MORTGAGE.

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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 (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SOURCE 1 MORTGAGE

EIN

all filings

Address

1430 DEKALB AVENUE, SUITE 1 · SYCAMORE, IL · 60178

Phone

(815) 899-5626

Industry

Finance & Insurance

Plan administrator