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Sponsor portfolio

THE EMBLEM SOURCE LLC

EIN 20-1770203-Manufacturing-Latest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
34
4575 WESTGROVE DRIVE, SUITE 500 - ADDISON, TX 75001972-248-1909LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$3.1M - 23 part#002CashBalance-$625K - 11 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 34 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • EMBLEM SOURCE 401(K) (#001)83%
  • CASH BALANCE PLAN (#002)17%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMBLEM SOURCE 401(K) (#001)23
  • CASH BALANCE PLAN (#002)11
Total 34Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE EMBLEM SOURCE 401(K) PLAN

401k

Assets$3.1M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE EMBLEM SOURCE CASH BALANCE PLAN

CashBalance

Assets$625K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE EMBLEM SOURCE 401(K) PLAN401k$3.1M232025
002THE EMBLEM SOURCE CASH BALANCE PLANCashBalance$625K112024
Retirement plans
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