Source 4 Solutions 401(k) plan

Source 4 Solutions LLC, Knoxville, TN. EIN 27-2096985. Annual reports 2010–2024. Also filed as Source 4 Solutions, LLC.

Source 4 Solutions LLC has one active retirement plan on file, the Source 4 Solutions LLC 401(k) Profit Sharing Plan & Trust, with 111,833 participants and $10.2 million in assets in 2024. Paychex has been its recordkeeper since 2022. No traditional pension plan appears in Source 4 Solutions's filings since 2010.

Active plans: 1
Participants: 111,833
Plan assets: $10.2 million
401(k) recordkeeper: Paychex
Plans on file: 1
Industry: Education

The plan

Source 4 Solutions LLC 401(k) Profit Sharing Plan & Trust

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 27-2096985
Participants (2024): 111,833
Net assets (2024): $10.2 million
Recordkeeper: PaychexEarlier: Transamerica (2017–2020), ADP (2011–2013), State Street (2010)
Plan administrator: Erisa Fiduciary Services, Inc.
1373 Veterans Highway, Suite 10
Hauppauge, NY 11788
(631) 249-0500As filed for 2024
In effect since: January 1, 2014

Earlier plan names: Source 4 Solutions, LLC 401K Plan; Source 4 Solutions, LLC 401(k) Plan.

Year by year, 2010 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	111,833	$10.2 million	Paychex
2023	86,369	$6.2 million	Paychex
2022	45,705	$4.2 million	Paychex
2021	64,892	$3.8 million	not listed
2020	26,158	$2.8 million	Transamerica
2019	15,279	$1.8 million	Transamerica
2018	17,620	$1.1 million	not listed
2017	16,350	$928,243	Transamerica
2016	16,114	$747,923	not listed
2015	n/a	$450,860	not listed
2014	n/a	$171,698	not listed
2013	22	$69,633	ADP
2012	n/a	$39,748	not listed
2011	518	$4,294	ADP
2010	2,092	$797	State Street

If you had money in one of these plans

Call Paychex (paychex.com), which runs the Source 4 Solutions LLC 401(k) Profit Sharing Plan & Trust. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((631) 249-0500). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Source 4 Solutions LLC 401(k) Profit Sharing Plan & Trust

If you had money in one of these plans

What these numbers are

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