AUMdb

Source Group 401(k) Plan

Sponsored by Source Energy Services Us Lp · EIN 352487607 · Plan #001

Total assets
$7.5M
Net assets
$7.5M
Active participants
184
With balances
304

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Gallagher Benefit Services Investment advisory (plan) $23,704
The Retirement Advantage, Inc. Contract administrator $10,590
Empower Annuity Ins Co Of America Recordkeeping fees $2,062