# Sourcepoint 403(b) Plan
Source: https://planprovider.pro/companies/sourcepoint-403b-plan

> Sourcepoint's 403(b) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sourcepoint

- **Sponsor EIN:** 311354284

- **Sponsor Address:** 800 CHESHIRE ROAD, DELAWARE, OH, 43015

- **Plan Type:** 403(b)

- **Total Participants:** 97

- **Total Assets:** $6.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|97|$6.4M|$262,178|$312,191|

| 2023|135|$6.1M|$285,171|$354,609|

| 2022|103|$4.9M|$250,430|$345,707|

## 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|

| PLANCHECK CPA'S LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLANCHECK CPA'S LLC](https://planprovider.pro/provider/plancheck-cpas-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$28,952|—|$28,952|—|—|

| 2023|$26,253|—|$26,253|—|—|

| 2022|$75,963|—|$99|—|—|

## Similar Plans

- [Girl Scouts Of Northeast Ohio](https://planprovider.pro/companies/girl-scouts-of-northeast-ohio-401k-plan) — 97 participants

- [United Way Of Greater Cincinnati](https://planprovider.pro/companies/united-way-of-greater-cincinnati-403b-plan) — 97 participants

- [United Way Of Greater Cleveland](https://planprovider.pro/companies/united-way-of-greater-cleveland-403b-plan) — 96 participants

- [Miami Valley Community Action Partnership](https://planprovider.pro/companies/miami-valley-community-action-partnership-401k-plan) — 93 participants

- [Benjamin Rose Institute On Aging](https://planprovider.pro/companies/benjamin-rose-institute-on-aging-401k-plan) — 102 participants

- [West Ohio Community Action Partners Ip](https://planprovider.pro/companies/west-ohio-community-action-partners-ip-403b-plan) — 86 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sourcepoint-403b-plan)

© 2026 PlanProvider.Pro