How big is Insource, Inc.'s plan?

Insource, Inc.'s plan reported $941K in assets and 23 participants for 2024.

Original filing (PDF)20250721103716NAL0002848402001

Insource, Inc.

Name: Insource, Inc. — Insource Financial Advisors, LLC, Form 5500 (2024)
Creator: Insource, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insource Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Insource, Inc.'s Insource Financial Advisors, LLC 401(k) Plan held $941K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$941K

Net assets (EOY)

$941K

People on this filing

Wanda L Caffrey signed Insource, Inc.'s 2024 Form 5500 as plan administrator.

Wanda L Caffrey — 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

Insource, Inc.'s EIN is 47-0806944.

EIN 47-0806944

Plan number 001

Plan year 2024

ACK ID 20250721103716NAL0002848402001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Insource, 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 INSOURCE, INC..

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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

Knocking points off