Wellspire, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wellspire, LLC (EIN 833724025)
  • Plan Type: 401(k)
  • Total Participants: 306
  • Total Assets: $2.3M
  • Sponsor State: IA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024306$2.3M$104,072$596,184
2023477$2.1M$73,477$520,387
2022279$1.7M$64,517$414,257

Service Providers

  • CLIFTONLARSONALLEN, LLP — Accountant / Independent Qualified Public Accountant

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