Plan Snapshot
- Plan Sponsor: Wellspring Family Services
- Sponsor EIN: 910567261
- Sponsor Address: 1900 RAINIER AVE S, SEATTLE, WA, 981444606
- Plan Type: 403(b)
- Total Participants: 46
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 46 | $5.0M | $0 | $271,621 |
| 2023 | 72 | $5.5M | $0 | $378,978 |
| 2022 | 124 | $6.7M | $108,829 | $529,339 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLARK NUBER P.S. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $40,338 | $16,889 | — | — | — |
| 2023 | $43,401 | $17,488 | — | — | — |
| 2022 | $46,123 | $23,364 | — | — | $22,759 |