Wellspring Family Services Retirement Savings Plan
Sponsored by Wellspring Family Services · EIN 910567261 · Plan #002
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 46
- With balances
- 113
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwps | Recordkeeping, Participant loan processing, Sub-transfer agency fees | $21,572 |
| Alera Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $16,889 |