Sourcepoint Matched Savings Plan
Sponsored by Sourcepoint · EIN 311354284 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 97
- With balances
- 122
Plan year beginning 01/01/2024 · Partial participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | fuzzy_auto · 94% | 2024 |
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $23,462 |
| Everhart Financial Group Dba Everha | Investment advisory (plan), Direct payment from the plan, Other fees | $5,238 |
| Edward Jones | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |