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Original filing (PDF)20251014163150NAL0003411505001
WELLSPRING FAMILY SERVICES
Form 5500
FILING_RECEIVED
WELLSPRING FAMILY SERVICES RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 2
100% in single holding~77 bps in Sched C fees
Active participants
46
Accounts w/ balance
113
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Value Various 403(b) annuity contracts and custodian accounts" is 100% of plan.
- 77 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLSPRING FAMILY SERVICES.
Plan sponsor
Name
WELLSPRING FAMILY SERVICES
EIN
91-0567261
Address
1900 RAINIER AVE S · SEATTLE, WA · 981444606
Phone
(206) 826-3050
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | — | MILL CREEK, WA | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS, LLC | 82-1301701 | DEERFIELDS, IL | INVESTMENT ADVISORY | $17K | — |
Investments
2 direct securities· $5.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Value Various 403(b) annuity contracts and custodian accounts | — | — | — | $5.0M | 99.4% | |
| Participant loans Rate of 9.50% - 0 - | — | — | — | $2K | <0.1% |
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