How big is The Escrow Source Inc.'s plan?

The Escrow Source Inc.'s plan reported $800K in assets and 4 participants for 2024.

Original filing (PDF)20250625130246NAL0019419842001

The Escrow Source Inc.

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

Form 5500-SF

FILING_RECEIVED

The Escrow Source Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Escrow Source Inc.'s The Escrow Source Inc. 401(k) Profit Sharing Plan & Trust held $800K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$800K

Net assets (EOY)

$800K

People on this filing

Michelle RAHE signed The Escrow Source Inc.'s 2024 Form 5500 as plan administrator.

Michelle RAHE — 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 Escrow Source Inc.'s EIN is 90-0730613.

EIN 90-0730613

Plan number 001

Plan year 2024

ACK ID 20250625130246NAL0019419842001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Escrow Source Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

THE ESCROW SOURCE INC

EIN

all filings

Address

27611 LA PAZ RD · STE A2 · LAGUNA NIGUEL, CA · 926773938

Phone

(949) 305-0888

Industry

Finance & Insurance

Plan administrator