How big is Wealthspan Partners, LLC's plan?

Wealthspan Partners, LLC's plan reported $961K in assets and 4 participants for 2024.

Original filing (PDF)20251009134143NAL0006658673001

Wealthspan Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Wealthspan Partners, LLC 401(k) Plan

401(k) retirement plan · Wealthspan Partners, LLC's Wealthspan Partners, LLC 401(k) Plan held $961K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$961K

Net assets (EOY)

$961K

People on this filing

Brian Ramsay signed Wealthspan Partners, LLC's 2024 Form 5500 as plan administrator.

Brian Ramsay — 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

Wealthspan Partners, LLC's EIN is 83-1209851.

EIN 83-1209851

Plan number 001

Plan year 2024

ACK ID 20251009134143NAL0006658673001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealthspan Partners, 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 WEALTHSPAN PARTNERS, 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