How big is The Pension Source, LLC's plan?

The Pension Source, LLC's plan reported $483K in assets and 12 participants for 2024.

Original filing (PDF)20250520085230NAL0004537314001

The Pension Source, LLC

Name: The Pension Source, LLC — The Pension Source, Inc., Form 5500 (2024)
Creator: The Pension Source, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Pension Source, Inc. 401(k) Plan

401(k) retirement plan · The Pension Source, LLC's The Pension Source, Inc. 401(k) Plan held $483K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$483K

Net assets (EOY)

$483K

People on this filing

Cameron Dabir signed The Pension Source, LLC's 2024 Form 5500 as plan administrator.

Cameron Dabir — 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

The Pension Source, LLC's EIN is 65-0420375.

EIN 65-0420375

Plan number 001

Plan year 2024

ACK ID 20250520085230NAL0004537314001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Pension Source, 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 THE PENSION 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

THE PENSION SOURCE, LLC

EIN

all filings

Address

2110 SE RAYS WAY · STUART, FL · 34994

Phone

(772) 287-9163

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator