P 401(k) Plan Report

Stable plan record

SOURCE CAPITAL ADVISORS 401(K)

Sponsored by SOURCE CAPITAL ADVISORS · EIN/PN 263851737-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$6,601
Administrative cost per participant
2025
$145
Active participants
2025
16
Total plan assets
2025
$765,899
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260602150704NAL000100716900116$6,601
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.