WELLSPRING FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN
Plan Contact
- Address: 5900 LANDERBROOK DRIVE, SUITE 100,CLEVELAND,OH
- Contact person: MICHAEL NOVAK
- Phone: (216) 367-0680
Plan General Information
WELLSPRING FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2021, the total number of retirement plan participants in WELLSPRING FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN is 22
Enrollment Features
WELLSPRING FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN has the following features:Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
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