# Source Code Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/source-code-holdings-llc-401k-plan

> Source Code Holdings LLC's 401(k) plan: 318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Source Code Holdings LLC

- **Sponsor EIN:** 824981760

- **Sponsor Address:** 232 VANDERBILT AVE, NORWOOD, MA, 02062

- **Plan Type:** 401(k)

- **Total Participants:** 318

- **Total Assets:** $34.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|318|$34.7M|$993,442|$2.4M|

| 2023|267|$27.2M|$847,085|$2.1M|

| 2022|296|$21.6M|$846,702|$2.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MORGAN STANLEY|OTHER SERVICES|—|$70,899|$70,899|

| THE ANGELL PENSION GROUP INC|CONTRACT ADMINISTRATOR|$10,227|$14,940|$25,167|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$7,600|—|$7,600|

| BDO USA, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — OTHER SERVICES

- [BDO USA, LLP](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $103,666

- **Estimated Expense Ratio:** 0.299% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$17,819|—|$17,819|—|—|

| 2023|$15,690|—|$15,690|—|—|

| 2022|$18,190|—|—|—|—|

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