Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PRODUCT SOURCE, INC.
EIN 58-2052819ManufacturingLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
63
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 63 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
PRODUCT SOURCE, INC. CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE PRODUCT SOURCE, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$747K
Participants33
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 | PRODUCT SOURCE, INC. CASH BALANCE PLAN | CashBalance | $1.8M | 30 | 2024 | |
| 001 | THE PRODUCT SOURCE, INC. PROFIT SHARING PLAN | ProfitSharing | $747K | 33 | 2024 |
Retirement plans