# Wellspring Philanthropic Fund, INC. DC Plan
Source: https://planprovider.pro/companies/wellspring-philanthropic-fund-plan

> Wellspring Philanthropic Fund, INC.'s DC plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wellspring Philanthropic Fund, INC.

- **Sponsor EIN:** 223692921

- **Sponsor Address:** 10 TIMES SQ., 1441 BROADWAY, NEW YORK, NY, 10018

- **Plan Type:** DC

- **Total Participants:** 146

- **Total Assets:** $44.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|146|$44.5M|$3.8M|$2.0M|

| 2023|146|$36.2M|$3.7M|$1.9M|

| 2022|137|$27.6M|$3.2M|$1.7M|

## 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|$24,959|$20,984|$3,625|—|—|

| 2023|$21,695|$18,152|$2,600|—|—|

| 2022|$17,576|$14,776|$2,800|—|—|

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