How big is Wellspring Advisor Group, LLC's plan?

Wellspring Advisor Group, LLC's plan reported $2.2M in assets and 7 participants for 2025.

Original filing (PDF)20260123135124NAL0011654514001

Wellspring Advisor Group, LLC

Name: Wellspring Advisor Group, LLC — Wellspring Advisor, Form 5500 (2025)
Creator: Wellspring Advisor Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellspring Advisor Group 401(k) Plan

401(k) retirement plan · Wellspring Advisor Group, LLC's Wellspring Advisor Group 401(k) Plan held $2.2M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Wellspring Advisor Group, LLC's EIN is 47-1980856.

EIN 47-1980856

Plan number 001

Plan year 2025

ACK ID 20260123135124NAL0011654514001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Wellspring Advisor Group, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 ADVISOR GROUP, 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