Original filing (PDF)20240906085342NAL0000871841001

Wellspring Advisory Services, LLC

Name: Wellspring Advisory Services, LLC — Wellspring, Form 5500 (2023)
Creator: Wellspring Advisory Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellspring Advisory Services, LLC 401(k) Plan

401(k) retirement plan · Wellspring Advisory Services, LLC's Wellspring Advisory Services, LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

WELLSPRING ADVISORY SERVICES, LLC

EIN

45-4549285all filings

Address

2795 PEACHTREE ROAD NW · UNIT 1408 · ATLANTA, GA · 30305

Phone

(404) 261-6630

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-07-31

Filed

2024-09-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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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Warranty Title

Warranty Title 401(k) Plan

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