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SOURCE ONE GROUP — TRUCEPT SYNERGY 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230919175922NAL0000793267001
SOURCE ONE GROUP
Form 5500-SF
FILING_RECEIVED
TRUCEPT SYNERGY 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
51
Plan assets (EOY)
$83K
Net assets (EOY)
$83K
Plan health score (directional)
87
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOURCE ONE GROUP
.
Find decision makers
Plan sponsor
Name
SOURCE ONE GROUP
EIN
90-0749326
Address
600 LA TERRAZA BLVD # 300 · ESCONDIDO, CA · 920253873
Phone
(866) 961-5763
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Name
TRUCEPT
EIN
90-0749326
City
ESCONDIDO, CA
Phone
(866) 961-5763
Plan characteristics
Plan number
063
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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