How big is Sourcewest Partners' plan?

Sourcewest Partners' plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250430154857NAL0004281170001

Sourcewest Partners

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

Form 5500-SF

FILING_RECEIVED

Sourcewest Partners 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sourcewest Partners' Sourcewest Partners 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Daniel Powell signed Sourcewest Partners' 2024 Form 5500 as plan administrator.

Daniel Powell — 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

Sourcewest Partners' EIN is 45-4893729.

EIN 45-4893729

Plan number 001

Plan year 2024

ACK ID 20250430154857NAL0004281170001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sourcewest Partners' 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 SOURCEWEST PARTNERS.

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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