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Sponsor portfolioTH

SYSTEMS SOURCE, INC.

EIN 95-3707183-furniture-Latest filing 2025
Plans
3
Retirement
2
$8.8M assets
Welfare
1
$1.4M premiums
Participants
316
4685 MCARTHUR COURT, SUITE 100 - NEWPORT BEACH, CA 92660949-852-0920systemsource.comLinkedIn201-500 employeesfurniture
Plans on this EIN
3 filings
#002401k-$8.8M - 167 part#003401k-$3K - 1 part#502Fully Insured-$1.4M - 156 lives

Retirement portfolio analytics

2 plans aggregated / $8.8M assets / 168 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • SOURCE, INC. 401(K) (#002)100%
  • SOURCE, INC. 401(K) (#003)0%
Total $8.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SOURCE, INC. 401(K) (#002)167
  • SOURCE, INC. 401(K) (#003)1
Total 168Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Long-term disability$66K
  • Vision$24K
  • Life$15K
  • Other$15K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • ANTHEM LIFE INSURANCE COMPANY93%
  • STANDARD INSURANCE COMPANY6%
  • VISION SERVICE PLAN2%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • R L SELLERS INSURANCE SERVICES INC67%
  • AMWINS28%
  • LESLIE DAVIES3%
  • WALTER LEVY2%
Total $101K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SYSTEMS SOURCE, INC. 401(K) PLAN

401k

Assets$8.8M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SYSTEMS SOURCE, INC. 401(K) PLAN

401k

Assets$3K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SYSTEMS SOURCE, INC. HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$1.4M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SYSTEMS SOURCE, INC. 401(K) PLAN401k$8.8M1672025
003SYSTEMS SOURCE, INC. 401(K) PLAN401k$3K12024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SYSTEMS SOURCE, INC. HEALTH AND WELFARE PLANFully InsuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$1.4M1562025
Retirement plans
Welfare plans
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