How big is Laguna Source, LLC's plan?

Laguna Source, LLC's plan reported $1.6M in assets and 4 participants for 2024.

Original filing (PDF)20251014133656NAL0006206818004

Laguna Source, LLC

Name: Laguna Source, LLC — Laguna Source Safe Harbor, Form 5500 (2024)
Creator: Laguna Source, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Laguna Source Safe Harbor 401(k) Plan

401(k) retirement plan · Laguna Source, LLC's Laguna Source Safe Harbor 401(k) Plan held $1.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

JEFF Schwartzman signed Laguna Source, LLC's 2024 Form 5500 as plan administrator.

JEFF Schwartzman — 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

Laguna Source, LLC's EIN is 41-2223213.

EIN 41-2223213

Plan number 002

Plan year 2024

ACK ID 20251014133656NAL0006206818004

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Laguna Source, LLC'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 LAGUNA SOURCE, LLC.

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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