How big is Benefit Source, Inc.'s plan?

Benefit Source, Inc.'s plan reported $4.9M in assets and 13 participants for 2024.

Original filing (PDF)20250508114738NAL0019072992001

Benefit Source, Inc.

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

Form 5500-SF

FILING_RECEIVED

Benefit Source, Inc. 401(k) Plan

401(k) retirement plan · Benefit Source, Inc.'s Benefit Source, Inc. 401(k) Plan held $4.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Jessica Gourley signed Benefit Source, Inc.'s 2024 Form 5500 as plan administrator.

Jessica Gourley — 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

Benefit Source, Inc.'s EIN is 42-1525406.

EIN 42-1525406

Plan number 001

Plan year 2024

ACK ID 20250508114738NAL0019072992001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Benefit Source, Inc.'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 BENEFIT SOURCE, INC..

Finding similar companies…

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