Sourcepass 401(k) Plan
Sponsored by Sourcepass, Llc · EIN 113615387 · Plan #001
- Total assets
- $25.9M
- Net assets
- $25.9M
- Active participants
- 454
- With balances
- 437
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance | Contract administrator, Participant loan processing, Direct payment from the plan | $66,494 |
| Mml Investors Service Llc | Investment advisory (plan), Direct payment from the plan | $65,758 |
| Associated Pension Consultants | Contract administrator, Direct payment from the plan, Other services | $4,715 |