Sponsor portfolio
SOURCE CAPITAL ADVISORS
EIN 26-3851737venture capital & private equityLatest filing 2025
Plans
1
Retirement
1
$766K assets
Welfare
0
Participants
17
3060 PEACHTREE RD., SUITE 1830 - ATLANTA, GA 30305470-481-6842source-cap.comLinkedIn1-10 employeesventure capital & private equity
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 | SOURCE CAPITAL ADVISORS 401(K) | 401k | $766K | 17 | 2025 |
Retirement plans