Sponsor portfolio
THE PENSION SOURCE, LLC
EIN 65-0420375financial servicesLatest filing 2024
Plans
1
Retirement
1
$483K assets
Welfare
0
Participants
17
2110 SE RAYS WAY - STUART, FL 34994772-287-9163thepensionsource.comLinkedIn11-50 employeesfinancial services
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 | THE PENSION SOURCE, INC. 401(K) PLAN | 401k | $483K | 17 | 2024 |
Retirement plans