How big is Wellspring Advisors, LLC's plan?

Wellspring Advisors, LLC's plan reported $580K in assets and 3 participants for 2024.

Original filing (PDF)20250714220445NAL0001200467001

Wellspring Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Wellspring Advisors, LLC Profit Sharing Plan

Defined-contribution retirement plan · Wellspring Advisors, LLC's Wellspring Advisors, LLC Profit Sharing Plan held $580K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$580K

Net assets (EOY)

$580K

Plan identifiers

Wellspring Advisors, LLC's EIN is 47-4248814.

EIN 47-4248814

Plan number 001

Plan year 2024

ACK ID 20250714220445NAL0001200467001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wellspring Advisors, LLC's plan includes profit-sharing.

Decision-maker contacts

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