How big is The Wellspring Alliance for FA's plan?

The Wellspring Alliance for FA's plan reported $3.0M in assets and 97 participants for 2024.

Original filing (PDF)20251008114804NAL0009344944001

The Wellspring Alliance for FA

Name: The Wellspring Alliance for FA — 401(k) Profit, Form 5500 (2024)
Creator: The Wellspring Alliance for FA
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) Profit Sharing Plan for Employees of the Wellspring Alliance for Families, Inc.

Defined-contribution retirement plan · The Wellspring Alliance for FA's 401(k) Profit Sharing Plan for Employees of the Wellspring Alliance for Families, Inc. held $3.0M in plan assets for 97 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

Accounts w/ balance

110

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Christy GWIN signed The Wellspring Alliance for FA's 2024 Form 5500 as plan administrator.

Christy GWIN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Wellspring Alliance for FA's EIN is 72-0442226.

EIN 72-0442226

Plan number 001

Plan year 2024

ACK ID 20251008114804NAL0009344944001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Wellspring Alliance for FA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Wellspring Alliance for FA's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WELLSPRING ALLIANCE FOR FA.

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How this plan invests

This plan

1 pooled trust

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

Below-peer total plan cost (90th percentile).

Plan sponsor

Name

THE WELLSPRING ALLIANCE FOR FA

EIN

all filings

Address

1515 JACKSON ST · MONROE, LA · 712022063

Phone

(318) 651-9314

Industry

Health Care & Social Assistance

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

2025-10-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

BDG-CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$1K	—

Investments

34 direct securities · 1 pooled fund· $5.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$2.9M

1 holding

Pooled Separate Accounts

$2.9M

32 holdings

Other securities

$109K

1 holding

Participant loans

$59K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$2.9M	94.5%
Mutual of America Clear Passage 2040 Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$672K	22.1%
Mutual of America Clear Passage 2035 Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$549K	18.0%
T. Rowe Price Blue Chip Growth Portfolio Pooled Separate Accounts	Pooled Separate Accounts	—	—	$272K	8.9%
Mutual of America Clear Passage 2045 Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$255K	8.4%
Mutual of America Clear Passage 2050 Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$154K	5.1%
Mutual of America Interest Accumulation Account Unallocated contracts	Other securities	—	—	$109K	3.6%
Mutual of America Clear Passage 2030 Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$87K	2.9%
Fidelity VIP Equity-Income Portfolio Pooled Separate Accounts	Pooled Separate Accounts	—	—	$77K	2.5%
Mutual of America Clear Passage 2055 Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$69K	2.3%
DWS Capital Growth VIP Pooled Separate Accounts	Pooled Separate Accounts	—	—	$62K	2.0%
Participant loans maturities -0-	Participant loans	—	—	$59K	1.9%
Mutual of America Conservative Allocation Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$57K	1.9%
Mutual of America Aggressive Allocation Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$53K	1.7%
Mutual of America Moderate Allocation Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$51K	1.7%
MFS VIT III Mid Cap Value Portfolio Pooled Separate Accounts	Pooled Separate Accounts	—	—	$50K	1.6%
Mutual of America Clear Passage 2025 Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$46K	1.5%
Vanguard VIF Diversified Value Portfolio Pooled Separate Accounts	Pooled Separate Accounts	—	—	$40K	1.3%
Mutual of America Small Cap Equity Index Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$40K	1.3%
PIMCO VIT Real Return Portfolio Pooled Separate Accounts	Pooled Separate Accounts	—	—	$39K	1.3%
Mutual of America Core Bond Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$38K	1.2%
Victory RS Small Cap Growth Equity VIP Series Pooled Separate Accounts	Pooled Separate Accounts	—	—	$37K	1.2%
Mutual of America Retirement Income fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$36K	1.2%
Vanguard VIF International Portfolio Pooled Separate Accounts	Pooled Separate Accounts	—	—	$35K	1.1%
Mutual of America Equity Index Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$31K	1.0%
Fidelity VIP Contrafund Portfolio Pooled Separate Accounts	Pooled Separate Accounts	—	—	$31K	1.0%
Mutual of America Clear Passage 2060 Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$28K	0.9%
Mutual of America Clear Passage 2020 Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$24K	0.8%
Fidelity VIP Asset Manager Portfolio Pooled Separate Accounts	Pooled Separate Accounts	—	—	$23K	0.8%
Mutual of America Clear Passage 2065 Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$4K	0.1%
Mutual of America Clear Passage 2015 Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$4K	0.1%
Mutual of America Money Market Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$3K	<0.1%
Mutual of America Mid Cap Equity Index Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$2K	<0.1%
Goldman Sachs VIT Small Cap Equity Insights Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$2K	<0.1%
Mutual of America Balanced Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$2K	<0.1%