How big is Trade Source Inc.'s plan?

Trade Source Inc.'s plan reported $619K in assets and 11 participants for 2024.

Original filing (PDF)20250922113652NAL0006629747001

Trade Source Inc.

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

Form 5500-SF

FILING_RECEIVED

Trade Source, Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Trade Source Inc.'s Trade Source, Inc. 401(k) Profit Sharing Plan & Trust held $619K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$619K

Net assets (EOY)

$619K

Plan identifiers

Trade Source Inc.'s EIN is 38-3461993.

EIN 38-3461993

Plan number 001

Plan year 2024

ACK ID 20250922113652NAL0006629747001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trade Source Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, ERISA 404(c) participant direction.

Decision-maker contacts

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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