form5500lookup

Form 5500 · Retirement plan · BOCA RATON, FL

RSOURCE, LLC DBA KNOWTION HEALTH

The filing calls this plan KNOWTION HEALTH 401(K) PLAN.

RSOURCE, LLC DBA KNOWTION HEALTH of BOCA RATON, FL's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1268348 · plan 002 · plan year 2024, filed Dec 29, 2025

Participants at the start of the year
698
Contracts on file
2
Contract value
$132,371
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $132,371 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC733December$132,371$0
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC0June—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
RSOURCE, LLC DBA KNOWTION HEALTH
EIN 26-1268348
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$22,337
paid directly by the plan
MML INVESTORS SERVICES LLC
INVESTMENT ADVISORY · EIN 04-2746212
$6,005
paid directly by the plan
VOYA RETIREMENT INSURANCE ANNUITY
INV ADV, PARTICIPANTS · EIN 71-0294708
$0
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT
INV ADV, PARTICIPANTS · EIN 36-4317381
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$7,930,497
Paid out in benefits
$635,164
Participants at the start of the year
698
Participants with account balances
381

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 20-3985546
JOHNSON OCONNOR FERON & CARUCCI LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

More employer plans in Florida — largest plans, brokers, carriers and renewal months.