How big is Wellspring Wealth, LLC's plan?

Wellspring Wealth, LLC's plan reported $3.5M in assets and 9 participants for 2024.

Original filing (PDF)20251009112500NAL0011353840001

Wellspring Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Wellspring Wealth, LLC 401(k) Plan

401(k) retirement plan · Wellspring Wealth, LLC's Wellspring Wealth, LLC 401(k) Plan held $3.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Wellspring Wealth, LLC's EIN is 81-4138199.

EIN 81-4138199

Plan number 001

Plan year 2024

ACK ID 20251009112500NAL0011353840001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wellspring Wealth, 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 WEALTH, 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