Sourcepoint 403(b) plans
2 retirement plans filed by Sourcepoint from 2009 to 2024: 1 still files and 1 moved its money into another plan. Its plans still hold money for 44 people who left (2024 reports).
Worked at Sourcepoint?
Enter your years. We show which plan covered you, where its money went, who to call, and draft a free letter to the plan. No Social Security number.
Its plans
Sourcepoint Matched Savings Plan
403(b) · filed 2009 to 2024 · up to 149 people · employer ID 31-1354284, plan 001 · 44 who left still in the plan (2024)
Still files every year.
Records: Principal, 800-547-7754 (Retirement plan participants, weekdays 7am-9pm CT; per the 2024 report)
Council for Older Adults Matched Savings Plan
403(b) · filed 2009 to 2010 · up to 53 people · employer ID 31-1354284, plan 003
In 2011, its money moved into the Sourcepoint Matched Savings Plan.
Questions
Who do I call about an old Sourcepoint retirement plan?
Principal keeps the records of the Sourcepoint Matched Savings Plan: 800-547-7754. Have your years there ready. They will check who you are, so share personal numbers only on a call you placed yourself.
What happened to Sourcepoint's older plans?
The Council for Older Adults Matched Savings Plan: In 2011, its money moved into the Sourcepoint Matched Savings Plan. Accounts move with the money, so ask the plan that received it.
What kinds of retirement plans did Sourcepoint have?
Its filings show 403(b) plans, filed 2009 to 2024.
Sources: 17 annual reports filed with the U.S. Department of Labor (Form 5500), 2009 to 2024; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 31-1354284. 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 Sourcepoint or the government.