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Sourcepointe Retirement Plan

Sourcepointe, LLC, Birmingham AL. Employer ID 900101397, plan number 001. Annual reports on file for 2009 to 2014.

Where the money went

Plans that moved money into this one:

• 2009: money from Resourcing Edge 401(k) Plan moved in.
• 2010: money from Xcel Hr 401(k) Plan moved in.
• 2011: money from Xcel Hr 401(k) Plan moved in.
• 2011: money from T.e. Stevens Company Inc. moved in.
• 2012: money from Xcel Hr 401(k) Plan moved in.
• 2013: money from Xcel Hr 401(k) Plan moved in.
• 2013: money from Benefit Partners, LLC 401k Plan moved in.
• 2013: money from Deaver Industries 401(k) Savings Plan moved in.
• 2014: money from Greystone Golf & Country Club 401(k) Savings Plan moved in.
• 2014: money from Red Clay Technology Group Inc Retirement Plan moved in.
• 2015: money from Five Star Lumber Retirement Saving Plan moved in.
• 2015: money from Elm Staffing, Inc. 401(k) Plan moved in.
• 2015: money from Lyons & Company, Inc. Multiple Employer Plan moved in.
• 2016: money from Special Shapes Refractory, Inc. Retirement Plan moved in.

1. Filed 2009-2014Sourcepointe Retirement Plan, Sourcepointe, LLC
2. 2015Plan renumbered or taken over by a new sponsor to Sourcepointe Retirement Plan
3. 2022Assets transferred to Coadvantage Corporation Retirement Savings Plan
4. TodayCoadvantage Corporation Retirement Savings Plan still files. Empower Annuity Insurance Co keeps the records. That is where to ask.

Records are kept by Empower Annuity Insurance Co, per the 2024 filing.

Events in the filings

No unusual events.

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.