# Sourceday, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sourceday-inc-401k-plan

> Sourceday, INC.'s 401(k) plan: 59 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sourceday, INC.

- **Sponsor EIN:** 463054047

- **Sponsor Address:** 9737 GREAT HILLS TRAIL 100, AUSTIN, TX, 78759

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

- **Total Participants:** 59

- **Total Assets:** $2.9M

## 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|59|$2.9M|$0|$666,566|

| 2023|86|$2.8M|$0|$819,541|

| 2022|113|$2.0M|$0|$679,708|

## 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|

| ADP, INC.|RECORD KEEPER|$5,369|—|$5,369|

| KBF CPAS - AUDIT, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,369

- **Estimated Expense Ratio:** 0.186% 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|$5,370|—|—|—|—|

| 2023|$1,658|—|—|—|—|

| 2022|$1,050|—|—|—|—|

## Similar Plans

- [Virtualcfo, INC.](https://planprovider.pro/companies/virtualcfo-inc-401k-plan) — 60 participants

- [Wincrest Ventures, L.P.](https://planprovider.pro/companies/wincrest-ventures-l-p-401k-plan) — 60 participants

- [Pemex Procurement International, INC.](https://planprovider.pro/companies/pemex-procurement-international-inc-401k-plan) — 62 participants

- [Heritage Health Solutions, INC.](https://planprovider.pro/companies/heritage-health-solutions-inc-401k-plan) — 64 participants

- [File & Servexpress, LLC](https://planprovider.pro/companies/file-servexpress-llc-401k-plan) — 54 participants

- [Texas A & M University 12th Man Foundation](https://planprovider.pro/companies/texas-a-m-university-12th-man-foundation-plan) — 53 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sourceday-inc-401k-plan)

© 2026 PlanProvider.Pro