How big is History Source LLC's plan?

History Source LLC's plan reported $537K in assets and 7 participants for 2025.

Original filing (PDF)20260422220123NAL0002208067027

History Source LLC

Name: History Source LLC — History Source 401(k) Plan, Form 5500 (2025)
Creator: History Source LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

History Source 401(k) Plan

401(k) retirement plan · History Source LLC's History Source 401(k) Plan held $537K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$537K

Net assets (EOY)

$537K

Plan identifiers

History Source LLC's EIN is 45-2610680.

EIN 45-2610680

Plan number 001

Plan year 2025

ACK ID 20260422220123NAL0002208067027

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for History Source LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

History Source LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 HISTORY 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