Original filing (PDF)20251104220101NAL0009792929002

WELLSPRINGS FINANCIAL SERVICES

Name: WELLSPRINGS FINANCIAL SERVICES — WELLSPRINGS FINANCIAL SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: WELLSPRINGS FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

WELLSPRINGS FINANCIAL SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLSPRINGS FINANCIAL SERVICES.

Plan sponsor

Name

WELLSPRINGS FINANCIAL SERVICES

EIN

83-2514686

Address

3700 CRESTWOOD PKWY SUITE 430 · DULUTH, GA · 30096

Phone

(678) 889-8088

Industry

Professional & Technical Servicessee all

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-05-28

Filed

2025-11-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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