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

Wellspring Financial Partners, LLC's plan reported $1.2M in assets and 9 participants for 2025.

Original filing (PDF)20260505145340NAL0001305680001

Wellspring Financial Partners, LLC

Name: Wellspring Financial Partners, LLC — Wellspring, Form 5500 (2025)
Creator: Wellspring Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellspring Financial Partners 401(k) Plan

401(k) retirement plan · Wellspring Financial Partners, LLC's Wellspring Financial Partners 401(k) Plan held $1.2M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Laura Brandlen signed Wellspring Financial Partners, LLC's 2025 Form 5500 as plan administrator.

Laura Brandlen — 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 Partners, LLC's EIN is 45-2984270.

EIN 45-2984270

Plan number 001

Plan year 2025

ACK ID 20260505145340NAL0001305680001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wellspring Financial Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wellspring Financial Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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