Plansource Financial Services, Inc. 401(k) Plan: Login, Facts & Contact Information
Plansource Financial Services, Inc. 401(k) Login
1,427 former Plansource Financial Services, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Plansource Financial Services, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $9.81 million went into the plan in contributions, $2.15 million of it from the employer (22%).
- $9.82 million was paid out to participants.
- Investment and other income added $11.0 million.
- Administrative expenses were $485,230, about $184 per account.
How the Plansource Financial Services, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 5,545 | $57.3 million | $2.77 million | $6.21 million |
| 2020 | 1,966 | $63.4 million | $2.46 million | $11.4 million |
| 2021 | 4,832 | $71.7 million | $2.42 million | $7.18 million |
| 2022 | 4,829 | $65.9 million | $3.12 million | $7.26 million |
| 2023 | 5,468 | $70.9 million | $2.45 million | $8.52 million |
| 2024 | 5,036 | $80.7 million | $2.15 million | $9.82 million |
Plansource Financial Services, Inc. 401(k) Contact Information
Questions about the Plansource Financial Services, Inc. 401(k)
Does Plansource Financial Services, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.15 million, 22% of all contributions.
Does the Plansource Financial Services, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Plansource Financial Services, Inc 401(k) plan?
5,036 participants at the start of plan year 2024, 1,933 of them active employees, and 1,427 former employees who still had money in the plan.
What is the average 401(k) balance at Plansource Financial Services, Inc?
About $30,561 per account: $80.7 million in plan assets across 2,641 accounts with a balance at the end of plan year 2024.
Who manages the Plansource Financial Services, Inc 401(k) accounts?
Transamerica (listed on the filing as TRANSAMERICA FINANCIAL LIFE INS CO) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Plansource Financial Services, Inc. How do I access my 401(k)?
Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.