How big is The Public Record Source LLC's plan?

The Public Record Source LLC's plan reported $512K in assets and 14 participants for 2024.

Original filing (PDF)20250707124202NAL0003210689001

The Public Record Source LLC

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

Form 5500-SF

FILING_RECEIVED

The Public Record Source

401(k) retirement plan · The Public Record Source LLC's The Public Record Source held $512K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$512K

Net assets (EOY)

$512K

People on this filing

Jim Phillips signed The Public Record Source LLC's 2024 Form 5500 as plan administrator.

Jim Phillips — 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 Public Record Source LLC's EIN is 86-0991150.

EIN 86-0991150

Plan number 001

Plan year 2024

ACK ID 20250707124202NAL0003210689001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Public Record 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 PUBLIC RECORD 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