How big is Source One Appraisal's plan?

Source One Appraisal's plan reported $2.4M in assets and 5 participants for 2024.

Original filing (PDF)20250709101803NAL0003254531001

Source One Appraisal

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

Form 5500-SF

FILING_RECEIVED

Source One Appraisal 401(k) Profit Sharing Plan

401(k) retirement plan · Source One Appraisal's Source One Appraisal 401(k) Profit Sharing Plan held $2.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Source One Appraisal's EIN is 38-3133052.

EIN 38-3133052

Plan number 001

Plan year 2024

ACK ID 20250709101803NAL0003254531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Source One Appraisal's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 ONE APPRAISAL.

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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