How big is Source Group LLC's plan?

Source Group LLC's plan reported $1.2M in assets and 33 participants for 2024.

Original filing (PDF)20250916111756NAL0001280003001

Source Group LLC

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

Form 5500-SF

FILING_RECEIVED

Source Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Source Group LLC's Source Group LLC 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Gary Cox signed Source Group LLC's 2024 Form 5500 as plan administrator.

Gary Cox — 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

Source Group LLC's EIN is 45-4600703.

EIN 45-4600703

Plan number 001

Plan year 2024

ACK ID 20250916111756NAL0001280003001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Source Group 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 SOURCE GROUP LLC.

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Plan health score

Above-average plan

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

Knocking points off