How big is Sourcewise's plan?

Sourcewise's plan reported $2.8M in assets and 126 participants for 2024.

Original filing (PDF)20250717191536NAL0000848977001

Sourcewise

Name: Sourcewise — Sourcewise 403(b) Plan, Form 5500 (2024)
Creator: Sourcewise
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sourcewise 403(b) Plan

401(k) retirement plan · Sourcewise's Sourcewise 403(b) Plan held $2.8M in plan assets for 126 participants in 2024.

Signals · 1

No auditor on file

Active participants

126

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Aneliza del Pinal signed Sourcewise's 2024 Form 5500 as plan administrator.

Aneliza del Pinal — 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

Sourcewise's EIN is 94-2256503.

EIN 94-2256503

Plan number 002

Plan year 2024

ACK ID 20250717191536NAL0000848977001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sourcewise's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score