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SEVEN SPRINGS WEALTH GROUP — SEVEN SPRINGS WEALTH GROUP, LLC 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240214133925NAL0022082834001
SEVEN SPRINGS WEALTH GROUP
Form 5500-SF
FILING_RECEIVED
SEVEN SPRINGS WEALTH GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SEVEN SPRINGS WEALTH GROUP
.
Find decision makers
Plan sponsor
Name
SEVEN SPRINGS WEALTH GROUP
EIN
02-0694132
Address
340 SEVEN SPRINGS WAY · SUITE 710 · BRENTWOOD, TN · 370274537
Phone
(615) 370-1253
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-02-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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