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Original filing (PDF)20230727132954NAL0023768178001

SOURCE MANAGEMENT, INC.

Form 5500
FILING_RECEIVED
SOURCE MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
62
Accounts w/ balance
92
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOURCE MANAGEMENT, INC..
Plan sponsor
Name
SOURCE MANAGEMENT, INC.
EIN
84-1151197
Address
13350 W 43RD DRIVE · GOLDEN, CO · 804037238
Phone
(303) 964-8100
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS, & COMPANY LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
STANCORP FINANCIAL GROUP93-1253576—NONE$22K—
BANK OF OKLAHOMA73-0780382—NONE$17K—

Investments

1 pooled fund· $5.4M(86% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

InvestmentTypeCurrent value% of plan
SEPARATE ACCOUNT A
STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005
Pooled Separate Account
$5.4M86.0%

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