Original filing (PDF)20250415171856NAL0003684849001

WELLSPRING PERSONAL FINANCIAL SERVICES, LLC

Name: WELLSPRING PERSONAL FINANCIAL SERVICES, LLC — WELLSPRING 401(K) PLAN, Form 5500 (2024)
Creator: WELLSPRING PERSONAL FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

WELLSPRING 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$779K

Net assets (EOY)

$779K

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 (98th percentile).

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.

Plan sponsor

Name

WELLSPRING PERSONAL FINANCIAL SERVICES, LLC

EIN

46-5501977all filings

Address

13890 BISHOPS DRIVE · SUITE 130 · BROOKFIELD, WI · 53005

Phone

(262) 204-7510

Industry

Finance & Insurancesee all

Plan administrator