Assets by plan
Share of aggregate retirement assets
- INC. 401(A) PLAN (#003)$17.8M
Filings through .
Fora Pathways, Inc.
EIN 13-3882284non-profit organization managementLatest filing 2025
Plans
4
Retirement
3
$24.1M assets
Health & Benefits
1
$2.3M premiums
Participants
1,088
1225 FRANKLIN AVENUE, SUITE 335 - GARDEN CITY, NY 11530516-419-5881thecorporatesource.orgLinkedIn201-500 employeesnon-profit organization management
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $24.1M assets / 941 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$20.4M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.3M premiums / 183 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Dental$372K
- Life$300K
- Prescription drug$284K
- Vision$88K
- Long-term disability$57K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
THE CORPORATE SOURCE, INC. 401(A) PLAN
Profit-sharing
Assets$17.8M
Participants551
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE CORPORATE SOURCE, INC. PR 401(K) PLAN
Other DC
Assets$3.7M
Participants139
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
THE CORPORATE SOURCE, INC. 403(B) PLAN
403(b)
Assets$2.6M
Participants251
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THE CORPORATE SOURCE HEALTH & WELFARE PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.3M
Covered lives183
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | THE CORPORATE SOURCE, INC. 401(A) PLAN | Profit-sharing | $17.8M | 551 | 2025 |
| #001 | THE CORPORATE SOURCE, INC. PR 401(K) PLAN | Other DC | $3.7M | 139 | 2025 |
| #004 | THE CORPORATE SOURCE, INC. 403(B) PLAN | 403(b) | $2.6M | 251 | 2025 |
- #003 · Profit-sharing · 2025551
- #001 · Other DC · 2025139
- #004 · 403(b) · 2025251
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE CORPORATE SOURCE HEALTH & WELFARE PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.3M | 183 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025183
Retirement plans
Health & Benefits plans