Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SOURCEWISE
EIN 94-2256503individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
280
3100 DE LA CRUZ BLVD., STE 310 - SANTA CLARA, CA 95054408-350-3200mysourcewise.comLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 280 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
SOURCEWISE MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$3.6M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOURCEWISE 403(B) PLAN
403b
Assets$3.5M
Participants125
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 | SOURCEWISE MONEY PURCHASE PENSION PLAN | MoneyPurchase | $3.6M | 155 | 2024 | |
| 002 | SOURCEWISE 403(B) PLAN | 403b | $3.5M | 125 | 2025 |
Retirement plans