How big is Tool Source Management's plan?

Tool Source Management's plan reported $1.7M in assets and 1 participants for 2024.

Original filing (PDF)20251015162324NAL0010280258001

Tool Source Management

Name: Tool Source Management — Tool Source Management, Form 5500 (2024)
Creator: Tool Source Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tool Source Management Profit Sharing Plan and Trust

401(k) retirement plan · Tool Source Management's Tool Source Management Profit Sharing Plan and Trust held $1.7M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Kelly Roestenburg signed Tool Source Management's 2024 Form 5500 as plan administrator.

Kelly Roestenburg — 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

Tool Source Management's EIN is 84-1368423.

EIN 84-1368423

Plan number 002

Plan year 2024

ACK ID 20251015162324NAL0010280258001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tool Source Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOOL SOURCE MANAGEMENT.

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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 (100th percentile).

Plan sponsor

Name

TOOL SOURCE MANAGEMENT

EIN

all filings

Address

1877 ASHLEY MESA LANE · SANDY, UT · 84092

Phone

(801) 571-6346

Industry

Wholesale Trade

Plan administrator