How big is Wellspring Financial Advisors, LLC's plan?

Wellspring Financial Advisors, LLC's plan reported $4.2M in assets and 29 participants for 2024.

Original filing (PDF)20250912100318NAL0002341010001

Wellspring Financial Advisors, LLC

Name: Wellspring Financial Advisors, LLC — Wellspring, Form 5500 (2024)
Creator: Wellspring Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellspring Financial Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Wellspring Financial Advisors, LLC's Wellspring Financial Advisors, LLC 401(k) Profit Sharing Plan held $4.2M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Michael T. Novak signed Wellspring Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Michael T. Novak — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wellspring Financial Advisors, LLC's EIN is 20-8013235.

EIN 20-8013235

Plan number 001

Plan year 2024

ACK ID 20250912100318NAL0002341010001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wellspring Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wellspring Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLSPRING FINANCIAL ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score