Filings through .
1st Source Bank
Matched across 5 name variants in the filings
1st Source Bank summary
1st Source Bank appears on 19 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.2B in assets for 5,560 participants. The median client plan holds $13.1M. Most client plans are sponsored in IN, MI and MN. The largest clients by plan assets are Rieth-Riley Construction Co., Inc., Malco Tools, Inc. and Mno-Bmadsen. Plans reported $910K in direct and indirect compensation paid to 1st Source Bank. The median is $43K per plan.
- Participants
- 5,560
- Median plan assets
- $13.1M
- Median plan participants
- 239
- Median fees per plan
- $43K
- Schedule C direct + indirect
Top 19 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Rieth-Riley Construction Co., Inc. | IN | $998M | 1,189 |
| Malco Tools, Inc. | MN | $46.0M | 240 |
| Mno-Bmadsen | MI | $28.0M | 455 |
| Indiana Industrial Services, LLC | IN | $21.1M | 350 |
| Accurate Castings, Inc. | IN | $18.5M | 173 |
| Hull Lift Truck, Inc. | IN | $15.0M | 222 |
| Aunalytics, Inc. | IN | $14.7M | 277 |
| International Brotherhood of Electrical WKRS Local No. 1392 | MI | $13.8M | 353 |
| Digger Specialties, Inc. | IN | $13.1M | 562 |
| General Stamping & Metalworks Inc. | IN | $13.1M | 374 |
| Wings Etc., Inc. | IN | $10.2M | 438 |
| North American Signs, Inc. | IN | $8.0M | 69 |
| Salud Revenue Partners LLC | IN | $6.8M | 181 |
| Lochmandy Motor Sales, Inc. | IN | $6.5M | 239 |
| Jamil Packaging Corporation | IN | $4.8M | 145 |
| Holy Cross Village at Notre Dame | IN | $3.1M | 185 |
| Curtis Products, Inc. | IN | $2.8M | 108 |
| Mossberg & Company, Inc. | IN | $0 | 0 |
| Commodore Homes, LLC | IN | $0 | 0 |
- INParticipants 1,189
- Malco Tools, Inc.$46.0MMNParticipants 240
- Mno-Bmadsen$28.0MMIParticipants 455
- INParticipants 350
- Accurate Castings, Inc.$18.5MINParticipants 173
- Hull Lift Truck, Inc.$15.0MINParticipants 222
- Aunalytics, Inc.$14.7MINParticipants 277
- MIParticipants 353
- Digger Specialties, Inc.$13.1MINParticipants 562
- INParticipants 374
- Wings Etc., Inc.$10.2MINParticipants 438
- INParticipants 69
- INParticipants 181
- INParticipants 239
- INParticipants 145
- INParticipants 185
- INParticipants 108
- INParticipants 0
- INParticipants 0
Top client states
- IN16 plans
- MI2 plans
- MN1 plan
Frequently asked questions
- Who uses 1st Source Bank?
- 19 retirement plans list 1st Source Bank as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Rieth-Riley Construction Co., Inc., Malco Tools, Inc., Mno-Bmadsen, Indiana Industrial Services, LLC and Accurate Castings, Inc.. Most client plans are sponsored in IN, MI and MN.
- How many plans does 1st Source Bank serve?
- 1st Source Bank serves 19 retirement plans with $1.2B in plan assets and 5,560 participants, based on the latest Form 5500 filings through 2024.
- What does 1st Source Bank charge?
- Plans reported $910K in total Schedule C compensation paid to 1st Source Bank. The median plan paid $43K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name 1st Source Bank as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 10 |
| Capital Group | 9 |
| Fidelity (FMR) | 7 |
| Principal | 5 |
| BlackRock | 5 |
Target-date series
| Series | Plans |
|---|---|
| American Funds Target Date | 8 |
| Vanguard Target Retirement | 2 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.