Marie Malone signed Wellspring Family Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wellspring Family Services' EIN is 91-0567261.
Download the official 2024 Form 5500 (PDF) for Wellspring Family Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wellspring Family Services' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | — | MILL CREEK, WA | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS, LLC | 82-1301701 | DEERFIELDS, IL | INVESTMENT ADVISORY | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Value Various 403(b) annuity contracts and custodian accounts | Other securities | — | — | $5.0M | 99.4% | |
| Participant loans Rate of 9.50% - 0 - | Bonds / Notes | — | — | $2K | <0.1% |
