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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOURCE ONE FINANCIAL SERVICES, LLC.
Plan sponsor
Name
SOURCE ONE FINANCIAL SERVICES, LLC
EIN
37-1799265
Address
14500 BURNHAVEN DRIVE, SUITE 155 · BURNSVILLE, MN · 55306
