· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WELLSPRING FINANCIAL ADVISORS, LLC — WELLSPRING FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250912100318NAL0002341010001
WELLSPRING FINANCIAL ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
WELLSPRING FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
36
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
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
WELLSPRING FINANCIAL ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
WELLSPRING FINANCIAL ADVISORS, LLC
EIN
20-8013235
Address
5900 LANDERBROOK DRIVE, SUITE 100 · CLEVELAND, OH · 44124
Phone
(216) 367-0680
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
MAVERON LLC
MAVERON LLC 401K PLAN
$4.2M · 13 participants
WILSEY ASSET MANAGEMENT INCORPORATED
WILSEY ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN
$4.2M · 8 participants
THOMAS H. HIGGINS
THOMAS H. HIGGINS 401(K) PLAN
$4.2M · 6 participants
MENCH FINANCIAL, INC.
MENCH FINANCIAL, INC. 401(K) PROFIT SHARING PLAN & TRUST
$4.2M · 4 participants
TOEWS CORPORATION
TOEWS CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
$4.2M · 25 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TRANSITION FINANCIAL ADVISORS GROUP, INC
TFA TEAM INDEPENDENCE 401(K) PLAN
$4.2M · 6 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
