Plan Snapshot
- Plan Sponsor: The Inside Source, INC.
- Sponsor EIN: 943214034
- Sponsor Address: 985 INDUSTRIAL ROAD, SUITE 101, SAN CARLOS, CA, 94070
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $34.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 323 | $34.9M | $2.0M | $2.8M |
| 2023 | 319 | $23.3M | $787,882 | $2.6M |
| 2022 | 294 | $17.5M | $34,471 | $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 |
|---|---|---|---|---|
| WELLSPRING FINANCIAL PARTNERS | ADVISOR | $81,647 | — | $81,647 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $60,365 | — | $60,365 |
| PETRINOVICH PUGH & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PETRINOVICH PUGH & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,012
- Estimated Expense Ratio: 0.407% 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 | $142,012 | $81,647 | — | — | — |
| 2023 | $107,084 | $66,398 | — | — | — |
| 2022 | $110,942 | — | — | — | — |