The Inside Source, Inc. 401(k) Profit Sharing Plan
Sponsored by The Inside Source, Inc. · EIN 943214034 · Plan #001
- Total assets
- $34.9M
- Net assets
- $34.9M
- Active participants
- 323
- With balances
- 426
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 |
|---|---|---|
| Wellspring Financial, Llc CRD 288023 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellspring Financial Partners | Investment advisory (plan) | $81,647 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $60,365 |