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Sponsor portfolio

SCRIPTSOURCING, LLC

EIN 81-3541314-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
70
3301 BONITA BEACH ROAD, SUITE 106 - BONITA SPRINGS, FL 34134410-902-8811
Plans on this EIN
2 filings
#001401k-$2.5M - 50 part#002CashBalance-$1.7M - 20 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 70 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN & TRUST (#001)59%
  • CASH BALANCE PLAN (#002)41%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)50
  • CASH BALANCE PLAN (#002)20
Total 70Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SCRIPTSOURCING, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.5M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SCRIPTSOURCING, LLC CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SCRIPTSOURCING, LLC 401(K) PROFIT SHARING PLAN & TRUST401k$2.5M502025
002SCRIPTSOURCING, LLC CASH BALANCE PLANCashBalance$1.7M202025
Retirement plans
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