WELLSPRING FINANCIAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
36
Active participants
26,980
Total plan assets
$1.5B
Filings (rows)
36
Direct comp
$1.8M
Indirect comp
$7K
Aggregating 2 name variants under "WELLSPRING FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant28
Other8
Top plans served
All 36 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| EXYTE AMERICAS HOLDING, INC. EXYTE AMERICAS 401(K) RETIREMENT SAVINGS PLAN | RICHARDSON, TX | Advisor / Consultant INVESTMENT ADVISOR | 1,918 | $152.4M | $82K |
| ARIZONA COMMUNITY PHYSICIANS, P.C. ARIZONA COMMUNITY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN & TRUST | TUCSON, AZ | Advisor / Consultant ADVISOR | 831 | $151.8M | $78K |
| ARIZONA COMMUNITY PHYSICIANS, P.C. ARIZONA COMMUNITY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN & TRUST | TUCSON, AZ | Advisor / Consultant ADVISOR | 778 | $136.5M | $98K |
| ARIZONA COMMUNITY PHYSICIANS, P.C. ARIZONA COMMUNITY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN & TRUST | TUCSON, AZ | Advisor / Consultant ADVISOR | 815 | $124.1M | $104K |
| EXYTE AMERICAS HOLDING, INC. EXYTE AMERICAS 401(K) RETIREMENT SAVINGS PLAN | RICHARDSON, TX | Advisor / Consultant INVESTMENT ADVISOR | 1,889 | $121.1M | $93K |
| VAISALA INC. VAISALA INC. 401(K) PLAN | LOUISVILLE, CO | Advisor / Consultant ADVISOR | 374 | $85.9M | $78K |
| VAISALA INC. VAISALA INC. 401(K) PLAN | LOUISVILLE, CO | Advisor / Consultant ADVISOR | 317 | $77.3M | $69K |
| EXYTE AMERICAS HOLDING, INC. EXYTE AMERICAS 401(K) RETIREMENT SAVINGS PLAN | PLANO, TX | Advisor / Consultant INVESTMENT ADVISOR | 673 | $71.7M | $55K |
| ROSS INNOVATIVE EMPLOYMENT SOLUTIONS ROSS INNOVATIVE EMPLOYMENT SOLUTIONS 401(K) PLAN | ST. CLAIR, MI | Advisor / Consultant ADVISOR | 7,970 | $66.9M | $84K |
| VAISALA INC. VAISALA INC. 401(K) PLAN | LOUISVILLE, CO | Advisor / Consultant ADVISOR | 280 | $63.6M | $80K |
| ROTH CAPITAL PARTNERS, LLC ROTH CAPITAL PARTNERS, LLC 401(K) PLAN | NEWPORT BEACH, CA | Other INVESTMENT ADIVSOR | 208 | $54.7M | $52K |
| ROTH CAPITAL PARTNERS, LLC ROTH CAPITAL PARTNERS, LLC 401(K) PLAN | NEWPORT BEACH, CA | Advisor / Consultant ADVISOR | 213 | $45.5M | $47K |
| THE INSIDE SOURCE, INC. THE INSIDE SOURCE, INC. 401(K) PROFIT SHARING PLAN | SAN CARLOS, CA | Advisor / Consultant ADVISOR | 323 | $34.9M | $82K |
| THE INSIDE SOURCE, INC. THE INSIDE SOURCE, INC. 401(K) PROFIT SHARING PLAN | SAN CARLOS, CA | Advisor / Consultant ADVISOR | 319 | $23.3M | $66K |
| ROSS INNOVATIVE EMPLOYMENT SOLUTIONS ROSS INNOVATIVE EMPLOYMENT SOLUTIONS 401(K) PLAN | ST. CLAIR, MI | Advisor / Consultant ADVISOR | 4,485 | $21.9M | $31K |
| ROYAL SPEEDWAY, INC. ROYAL SPEEDWAY, INC. 401(K) PROFIT SHARING PLAN | TUCSON, AZ | Advisor / Consultant ADVISOR | 438 | $20.1M | $47K |
| INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC INTERMOUNTAIN CENTERS 401(K) PLAN | TUCSON, AZ | Other NONE | 843 | $18.3M | $49K |
| SALPOINTE CATHOLIC HIGH SCHOOL SALPOINTE CATHOLIC HIGH SCHOOL CASH OR DEFERRED PROFIT SHARING | TUCSON, AZ | Other INVESTMENT/FINANCIAL ADVI | 136 | $17.8M | $41K |
| THE INSIDE SOURCE, INC. THE INSIDE SOURCE, INC. 401(K) PROFIT SHARING PLAN | SAN CARLOS, CA | Advisor / Consultant ADVISOR | 294 | $17.5M | $62K |
| ROYAL SPEEDWAY, INC. ROYAL SPEEDWAY, INC. 401(K) PROFIT SHARING PLAN | TUCSON, AZ | Advisor / Consultant ADVISOR | 401 | $17.2M | $39K |
| SALPOINTE CATHOLIC HIGH SCHOOL SALPOINTE CATHOLIC HIGH SCHOOL CASH OR DEFERRED PROFIT SHARING | TUCSON, AZ | Other INVESTMENT/FINANCIAL ADVI | 122 | $16.7M | $36K |
| ROYAL SPEEDWAY, INC. ROYAL SPEEDWAY, INC. 401(K) PROFIT SHARING PLAN | TUCSON, AZ | Advisor / Consultant ADVISOR | 364 | $13.7M | $39K |
| SALPOINTE CATHOLIC HIGH SCHOOL SALPOINTE CATHOLIC HIGH SCHOOL CASH OR DEFERRED PROFIT SHARING | TUCSON, AZ | Other INVESTMENT/FINANCIAL ADVI | 121 | $13.7M | $45K |
| THE GREGORY SCHOOL THE GREGORY SCHOOL 403(B) RETIREMENT PLAN | TUCSON, AZ | Other NONE | 81 | $11.1M | $15K |
| THE GREGORY SCHOOL THE GREGORY SCHOOL 403(B) RETIREMENT PLAN | TUCSON, AZ | Other NONE | 82 | $9.9M | $11K |
| SUN MECHANICAL CONTRACTING, INC. SUN MECHANICAL CONTRACTING, INC. 401(K) RETIREMENT PLAN | TUCSON, AZ | Advisor / Consultant ADVISOR | 409 | $9.8M | $35K |
| SUN MECHANICAL CONTRACTING, INC. SUN MECHANICAL CONTRACTING, INC. 401(K) RETIREMENT PLAN | TUCSON, AZ | Advisor / Consultant ADVISOR | 248 | $9.4M | $32K |
| SUN MECHANICAL CONTRACTING, INC. SUN MECHANICAL CONTRACTING, INC. 401(K) RETIREMENT PLAN | TUCSON, AZ | Advisor / Consultant ADVISOR | 279 | $7.7M | $37K |
| KE&G CONSTRUCTION INC KE&G CONSTRUCTION INC. 401(K) PROFIT SHARING PLAN AND TRUST | TUCSON, AZ | Advisor / Consultant ADVISOR | 373 | $7.6M | $31K |
| KE&G CONSTRUCTION INC KE&G CONSTRUCTION INC. 401(K) PROFIT SHARING PLAN AND TRUST | TUCSON, AZ | Advisor / Consultant ADVISOR | 296 | $6.7M | $27K |
| KE&G CONSTRUCTION INC KE&G CONSTRUCTION INC. 401(K) PROFIT SHARING PLAN AND TRUST | TUCSON, AZ | Advisor / Consultant ADVISOR | 288 | $6.1M | $29K |
| THE COUNTRY CLUB AT DC RANCH THE COUNTRY CLUB AT DC RANCH EMPLOYEES SAVINGS TRUST | SCOTTSDALE, AZ | Advisor / Consultant ADVISOR | 150 | $5.2M | $23K |
| THE COUNTRY CLUB AT DC RANCH THE COUNTRY CLUB AT DC RANCH EMPLOYEES SAVINGS TRUST | SCOTTSDALE, AZ | Advisor / Consultant ADVISOR | 193 | $5.1M | $26K |
| PAIN INSTITUTE OF SOUTHERN ARIZONA, PISA P.C. PAIN INSTITUTE OF SOUTHERN ARIZONA, P.C. 401(K) PROFIT SHARING PLAN | TUCSON, AZ | Other SERVICE PROVIDER | 139 | $5.0M | $0 |
| THE COUNTRY CLUB AT DC RANCH THE COUNTRY CLUB AT DC RANCH EMPLOYEES SAVINGS TRUST | SCOTTSDALE, AZ | Advisor / Consultant ADVISOR | 123 | $3.9M | $22K |
| HANDMAKER JEWISH SERVICES FOR THE AGING HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN | TUCSON, AZ | Advisor / Consultant FINANCIAL ADVISOR | 207 | $1.9M | $13K |