Wellspire, Llc 401(k) Plan
Sponsored by Wellspire, Llc · EIN 833724025 · Plan #001
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 306
- With balances
- 385
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Investment advisory (participants), Participant communication | $15,197 |
| American Trust Company | Recordkeeping, Consulting (general), Consulting (pension) | $12,576 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |