How big is Wellspring Personal Financial Services, LLC's plan?

Wellspring Personal Financial Services, LLC's plan reported $1.1M in assets and 3 participants for 2025.

Original filing (PDF)20260313055540NAL0007689811001

Wellspring Personal Financial Services, LLC

Name: Wellspring Personal Financial Services, LLC — Form 5500 Plan 001 (2025)
Creator: Wellspring Personal Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellspring 401(k) Plan

401(k) retirement plan · Wellspring Personal Financial Services, LLC's Wellspring 401(k) Plan held $1.1M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Wellspring Personal Financial Services, LLC's EIN is 46-5501977.

EIN 46-5501977

Plan number 001

Plan year 2025

ACK ID 20260313055540NAL0007689811001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Wellspring Personal Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 PERSONAL FINANCIAL SERVICES, 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