Original filing (PDF)20251015092934NAL0008530466001

THE INSIDE SOURCE, INC.

Name: THE INSIDE SOURCE, INC. — THE INSIDE SOURCE, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE INSIDE SOURCE, INC.

Form 5500

FILING_RECEIVED

THE INSIDE SOURCE, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

323

Accounts w/ balance

426

Plan assets (EOY)

$34.9M

Net assets (EOY)

$34.9M

How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

100

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

41 bps in Schedule C fees — modestly above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE INSIDE SOURCE, INC..

Plan sponsor

Name

THE INSIDE SOURCE, INC.

EIN

94-3214034

Address

985 INDUSTRIAL ROAD, SUITE 101 · SAN CARLOS, CA · 94070

Phone

(650) 637-5411

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2A · Age/service weighted or new comparability

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PETRINOVICH PUGH & COMPANY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$60K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLSPRING FINANCIAL PARTNERS	45-2984270	—	ADVISOR	$82K	—

Investments

29 direct securities· $34.4M(98% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
The Vanguard Group, Inc. VANG TOT WLD STK ADM	—	—	—	$4.3M	12.3%
The Vanguard Group, Inc. VANG TARGET RET 2040	—	—	—	$2.7M	7.7%
The Vanguard Group, Inc. VANG TARGET RET 2050	—	—	—	$2.6M	7.3%
The Vanguard Group, Inc. VANG BAL INDEX ADM	—	—	—	$2.5M	7.2%
The Vanguard Group, Inc. VANG TARGET RET 2060	—	—	—	$2.4M	6.8%
Fidelity Management Trust Co. FID 500 INDEX	—	—	—	$2.3M	6.6%
The Vanguard Group, Inc. VANG GROWTH IDX ADM	—	—	—	$2.0M	5.8%
The Vanguard Group, Inc. VANG TARGET RET 2055	—	—	—	$1.7M	4.8%
Dimensional Fund Advisors, L.P. DFA US CORE EQ 2 I	—	—	—	$1.7M	4.8%
Dimensional Fund Advisors, L.P. DFA INTL CORE EQ I	—	—	—	$1.4M	4.2%
The Vanguard Group, Inc. VANG TARGET RET 2045	—	—	—	$1.3M	3.8%
The Vanguard Group, Inc. VANG TARGET RET 2065	—	—	—	$1.3M	3.7%
The Vanguard Group, Inc. VANG TARGET RET 2030	—	—	—	$1.2M	3.6%
The Vanguard Group, Inc. VANG TARGET RET 2025	—	—	—	$1.2M	3.3%
The Vanguard Group, Inc. VANG VALUE IDX ADM	—	—	—	$848K	2.4%
Dimensional Fund Advisors, L.P. DFA 5YR GLB FX INC I	—	—	—	$808K	2.3%
The Vanguard Group, Inc. VANG TARGET RET 2035	—	—	—	$702K	2.0%
The Vanguard Group, Inc. VANG MIDCAP IDX ADM	—	—	—	$649K	1.9%
Fidelity Management Trust Co. FID SM CAP IDX	—	—	—	$646K	1.8%
The Vanguard Group, Inc. VANG TOT BD MKT ADM	—	—	—	$595K	1.7%
Fidelity Management Trust Co. FID GOVT MMKT	—	—	—	$575K	1.6%
Dimensional Fund Advisors, L.P. DFA EMRG MKT CORE EQ	—	—	—	$426K	1.2%
The Vanguard Group, Inc. VANG WELLESLEY ADM	—	—	—	$174K	0.5%
Fidelity Management Trust Co. FID REAL ESTATE IDX	—	—	—	$129K	0.4%
Fidelity Management Trust Co. FID INFL PR BD IDX	—	—	—	$114K	0.3%
The Vanguard Group, Inc. VANG TARGET RET 2070	—	—	—	$71K	0.2%
The Vanguard Group, Inc. VANG TARGET RET 2020	—	—	—	$23K	<0.1%
The Vanguard Group, Inc. VANG FTSE AWSCI ADM	—	—	—	$21K	<0.1%
The Vanguard Group, Inc. VANG TARGET RET INC	—	—	—	$18K	<0.1%