Wellspring Philanthropic Fund Retirement Plan
Sponsored by Wellspring Philanthropic Fund, Inc. · EIN 223692921 · Plan #001
- Total assets
- $44.5M
- Net assets
- $44.5M
- Active participants
- 146
- With balances
- 197
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $20,984 |
| Standard Pension Services Llc | Other services | $0 |
| Morningstar | Investment advisory (plan) | $0 |