Sponsor portfolio
SOURCEONE CVO, LLC
EIN 20-2992793Health Care and Social AssistanceLatest filing 2025
Plans
1
Retirement
1
$472K assets
Welfare
0
Participants
9
2440 EXECUTIVE DRIVE, SUITE 208 - ST CHARLES, MO 63303636-447-6767sourceonestl.comLinkedIn1-10 employees
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOURCEONE CVO LLC SAFE HARBOR 401(K) PLAN | 401k | $472K | 9 | 2025 |
Retirement plans