Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Wellspring Financial Partners
Wellspring Financial Partners
- Service provider, as named on Schedule C
- EIN 452984270
- Plan year 2024
- Direct compensation reported $584,014
Assets of those plans
$557,623,754
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$584,014
91% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 9 |
| 99 | Other fees | 2 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 49 | Other services | 1 |
| 50 | Direct payment from the plan | 1 |
| 64 | Recordkeeping fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Exyte Americas 401(k) Retirement Savings Plan | Exyte Americas Holding | $152,433,832 | 2,385 | $82,370 |
| Arizona Community Physicians, P.C. 401(k) Profit Sharing Plan & Trust | Arizona Community Physicians | $151,796,544 | 885 | $78,167 |
| Vaisala Inc. 401(k) Plan | Vaisala | $85,934,671 | 517 | $77,975 |
| Ross Innovative Employment Solutions 401(k) Plan | Ross Innovative Employment Solutions | $67,155,685 | 5,218 | $83,578 |
| The Inside Source, Inc. 401(k) Profit Sharing Plan | Inside Source | $34,916,864 | 426 | $81,647 |
| Royal Speedway, Inc. 401(k) Profit Sharing Plan | Royal Speedway | $20,062,576 | 413 | $47,122 |
| Salpointe Catholic High School Cash OR Deferred Profit Sharingrecordkeeper | Salpointe Catholic High School | $17,823,298 | 188 | $40,983 |
| Sun Mechanical Contracting, Inc. 401(k) Retirement Plan | Sun Mechanical Contracting | $9,814,888 | 185 | $34,656 |
| KE&G Construction Inc. 401(k) Profit Sharing Plan and Trust | KE&G Construction | $7,579,800 | 408 | $31,368 |
| The Country Club at DC Ranch Employees Savings Trust | Country Club at DC Ranch | $5,094,590 | 206 | $26,148 |
| Pain Institute of Southern Arizona, P.C. 401(k) Profit Sharing Plan | Pain Institute of Southern Arizona Pisa | $5,011,006 | 105 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.