Sourcepointe, LLC 401(k) plans
2 retirement plans filed by Sourcepointe, LLC from 2009 to 2022: 2 moved their money into another plan.
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Its plans
Sourcepointe Retirement Plan
401(k) · filed 2015 to 2022 · up to 2,387 people · employer ID 73-1664238, plan 001
In 2017, its money moved into the Another Plan.
Records then: Bluestar Retirement Services, per the 2022 report.
Sourcepointe Retirement Plan
401(k) · filed 2009 to 2014 · up to 512 people · employer ID 90-0101397, plan 001
In 2012, its money moved into the Xcel Hr 401(k) Plan.
Records then: Professional Capital Services, per the 2014 report.
Questions
What happened to Sourcepointe, LLC's older plans?
The Sourcepointe Retirement Plan: In 2017, its money moved into the Another Plan. The Sourcepointe Retirement Plan: In 2012, its money moved into the Xcel Hr 401(k) Plan. Accounts move with the money, so ask the plan that received it.
What kinds of retirement plans did Sourcepointe, LLC have?
Its filings show 401(k) plans, filed 2009 to 2022.
Sources: 14 annual reports filed with the U.S. Department of Labor (Form 5500), 2009 to 2022; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 73-1664238, 90-0101397. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Sourcepointe, LLC or the government.