What public Form 5500 filings show about the Wellspring Philanthropic Fund, Inc. 401(k) plan — and how to find and check your own account.
Wellspring Philanthropic Fund, Inc. (EIN 22-3692921) reports WELLSPRING PHILANTHROPIC FUND RETIREMENT PLAN on its most recent Form 5500, with $44.5M in plan assets across 146 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Wellspring Philanthropic Fund, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Wellspring Philanthropic Fund, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STANDARD PENSION SERVICES, MORNINGSTAR.