How big is Sourcem LLC's plan?

Sourcem LLC's plan reported $422K in assets and 11 participants for 2025.

Original filing (PDF)20260505155514NAL0002042514001

Sourcem LLC

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

Form 5500-SF

FILING_RECEIVED

Sourcem LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sourcem LLC's Sourcem LLC 401(k) Profit Sharing Plan & Trust held $422K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$422K

Net assets (EOY)

$422K

People on this filing

Shelli Jarrett signed Sourcem LLC's 2025 Form 5500 as plan administrator.

Shelli Jarrett — 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

Sourcem LLC's EIN is 81-4629550.

EIN 81-4629550

Plan number 001

Plan year 2025

ACK ID 20260505155514NAL0002042514001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Sourcem 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 SOURCEM 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