Original filing (PDF)20250627095744NAL0013645936002

SPRINGWATER WEALTH MANAGEMENT, LLC

Name: SPRINGWATER WEALTH MANAGEMENT, LLC — SPRINGWATER WEALTH MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: SPRINGWATER WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

SPRINGWATER WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPRINGWATER WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

SPRINGWATER WEALTH MANAGEMENT, LLC

EIN

46-2384790

Address

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

Phone

(888) 998-4796

Industry

Finance & Insurancesee 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

2025-06-27

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

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

JOHN B. GARWOOD

JOHN B. GARWOOD 401(K) PLAN

$1.4M · 8 participants

PORTE BROWN WEALTH MANAGEMENT LLC

PORTE BROWN WEALTH MANAGEMENT LLC 401(K) PLAN

$1.4M · 3 participants

CITIZEN ADVISORY GROUP, LTD.

CITIZEN ADVISORY GROUP, LTD. RETIREMENT SAVINGS PLAN

$1.4M · 12 participants

MCNELLIS & ASATO, LTD.

MCNELLIS & ASATO, LTD. 401(K) PLAN

$1.4M · 6 participants

MULTILATERAL ENDOWMENT MANAGEMENT COMPANY

MEMCO 403(B) PLAN

$1.4M · 12 participants