How big is Springwater Wealth Management, LLC's plan?

Springwater Wealth Management, LLC's plan reported $1.4M in assets and 2 participants for 2024.

Original filing (PDF)20250627095744NAL0013645936002

Springwater Wealth Management, LLC

Name: Springwater Wealth Management, LLC — Springwater, Form 5500 (2024)
Creator: Springwater Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Springwater Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Springwater Wealth Management, LLC's Springwater Wealth Management, LLC 401(k) Plan held $1.4M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Springwater Wealth Management, LLC's EIN is 46-2384790.

EIN 46-2384790

Plan number 001

Plan year 2024

ACK ID 20250627095744NAL0013645936002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Springwater Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Springwater Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPRINGWATER WEALTH MANAGEMENT, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SPRINGWATER WEALTH MANAGEMENT, LLC

EIN

all filings

Address

5335 MEADOWS ROAD, SUITE 240, · LAKE OSWEGO, OR · 70359

Phone

(888) 998-4796

Industry

Finance & Insurance

Plan administrator