Sourcewise 403(b) match, vesting and fees
What Sourcewise's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 65,395 defined-contribution plans in other services with fewer than 100 participants.
| Sourcewise: employer contribution per participant | — | |
| Peer median | $1,310 |
| Sourcewise: average balance | $72,084 | |
| Peer median | $14,317 |
| Sourcewise: admin expenses ÷ assets | 0.35% | |
| Peer median | 0.52% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.6M at the end of plan year 2021 to $3.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 125 | $3.5M | — | — | 0.35% | Not published | 5500-SF ↗ |
| 2024 | 140 | $2.8M | — | — | 0.45% | Not published | 5500-SF ↗ |
| 2023 | 106 | $2.7M | — | — | 0.25% | Not published | 5500-SF ↗ |
| 2022 | 94 | $2.3M | $0 | $0 | 0.32% | Not published | 5500-SF ↗ |
| 2021 | 78 | $2.6M | $0 | $0 | 0.32% | Not published | 5500-SF ↗ |
Other Sourcewise plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sourcewise Money Purchase Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Findec Benefit Services, Inc. | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Sourcewise match 401(k) contributions?
The match terms for the Sourcewise 403(b) Plan have not been published from its filing yet.
When is the Sourcewise 401(k) match vested?
The vesting schedule for the Sourcewise 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sourcewise 401(k)?
The filing names Sourcewise as plan administrator; it does not list a recordkeeper.
I left Sourcewise. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sourcewise, (408) 350-3200). The Sourcewise old 401(k) page lists the contacts from every plan filing. Find an old Sourcewise 401(k)
Data from the public Form 5500 annual reports Sourcewise filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sourcewise. Not financial advice. Report a correction · Methodology