Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INSOURCE SOFTWARE SOLUTIONS, INC.
EIN 54-1829203Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$32.4M assets
Welfare
0
Participants
199
10800 MIDLOTHIAN TURNPIKE, SUITE 209 - RICHMOND, VA 23235804-378-8981
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $32.4M assets / 199 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#001
INSOURCE SOFTWARE SOLUTIONS 401(K) PLAN
401k
Assets$24.8M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INSOURCE SOFTWARE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$7.5M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INSOURCE SOFTWARE SOLUTIONS 401(K) PLAN | 401k | $24.8M | 96 | 2024 | |
| 002 | INSOURCE SOFTWARE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.5M | 103 | 2025 |
Retirement plans