Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FUNNELSOURCE, INC.
EIN 26-3529858computer softwareLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
4
7150 EAST CAMELBACK RD., SUITE 444 - SCOTTSDALE, AZ 85251310-570-7005funnelsource.comLinkedIn11-50 employeescomputer software
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FUNNELSOURCE, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$725K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FUNNELSOURCE INC. PROFIT SHARING/401K PLAN
401k
Assets$441K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FUNNELSOURCE, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $725K | 2 | 2024 | |
| 001 | FUNNELSOURCE INC. PROFIT SHARING/401K PLAN | 401k | $441K | 2 | 2024 |
Retirement plans