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Companies

companyServicesource, Inc.
$130.9Mreported plan assets
EIN: 54-0901256Location: VAPlans: 4Participants: 8,225Latest: 2023
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Plans

planServicesource, Inc. 403(B) Tax Deferred Thrift Retirement PlanFinancial statementProvider compensation2023 filing
$108.1Mreported assets (EOY)
Sponsor: Servicesource, Inc.EIN: 54-0901256Plan: 001Participants: 4,286Assets: $108,070,203Net assets: $108.1MAssets / participant: $25.2KLocation: Oakton, VALatest: 2023
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planServicesource, Inc. 401(A) Retirement PlanFinancial statementProvider compensation2023 filing
$22.4Mreported assets (EOY)
Sponsor: Servicesource, Inc.EIN: 54-0901256Plan: 002Participants: 1,551Assets: $22,384,089Net assets: $22.4MAssets / participant: $14.4KLocation: Oakton, VALatest: 2023
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planFringe Benefit Plan For Davis-Bacon And Related Acts (Dbra) Employees Of Servicesource, Inc.Financial statementProvider compensation2023 filing
$417.7Kreported assets (EOY)
Sponsor: Fringe Benefit Plan For Davis-Bacon And Related Acts Employees Of ServEIN: 54-0901256Plan: 510Participants: 599Assets: $417,671Net assets: -$64KAssets / participant: $697Location: Oakton, VALatest: 2023
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planServicesource, Inc.2023 filing
Sponsor: Servicesource, Inc.EIN: 54-0901256Plan: 509Participants: 1,789Assets: not reported in the loaded datasetLocation: Oakton, VALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Servicesource, Inc. 403(B) Tax Deferred Thrift Retirement Plan
Sponsor: Servicesource, Inc.EIN: 54-0901256Plan: 001Ack ID: 20241001165201NAL0003468115002
filing2023 Form 5500 — Servicesource, Inc. 401(A) Retirement Plan
Sponsor: Servicesource, Inc.EIN: 54-0901256Plan: 002Ack ID: 20241001165201NAL0003468115003
filing2023 Form 5500 — Servicesource, Inc.
Sponsor: Servicesource, Inc.EIN: 54-0901256Plan: 509Ack ID: 20250122122145NAL0004445505001
filing2023 Form 5500 — Fringe Benefit Plan For Davis-Bacon And Related Acts (Dbra) Employees Of Servicesource, Inc.
Sponsor: Fringe Benefit Plan For Davis-Bacon And Related Acts Employees Of ServEIN: 54-0901256Plan: 510Ack ID: 20241001165201NAL0003468115004