Original filing (PDF)20260522132108NAL0003539475001

Source Management Investments, LLC DBA SMI / BEAU MAC

Name: Source Management Investments, LLC DBA SMI / BEAU MAC — Form 5500 Plan 001 (2025)
Creator: Source Management Investments, LLC DBA SMI / BEAU MAC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SMI / BEAU MAC 401(k) Plan

401(k) retirement plan · Source Management Investments, LLC DBA SMI / BEAU MAC's SMI / BEAU MAC 401(k) Plan held $831K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$831K

Net assets (EOY)

$831K

Plan identifiers

Source Management Investments, LLC DBA SMI / BEAU MAC's EIN is 92-0198475.

EIN 92-0198475

Plan number 001

Plan year 2025

ACK ID 20260522132108NAL0003539475001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Source Management Investments, LLC DBA SMI / BEAU MAC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Source Management Investments, LLC DBA SMI / BEAU MAC'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 SOURCE MANAGEMENT INVESTMENTS, LLC DBA SMI / BEAU MAC.

Finding similar companies…

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