Providers › Wealth Enhancement Advisory Service

Wealth Enhancement Advisory Service

Service provider, as named on Schedule C
EIN 412016508
Plan year 2024
Direct compensation reported $993,291

Plans listing this provider

0.09% of the 56,420 plans with Schedule H financials; 37 in 2023

Assets of those plans

$70,874,269,271

0.91% of all Schedule H plan assets

Plans where it is the recordkeeper

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$993,291

94% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service code	Meaning	Plans
26	Investment advisory (participants)	24
50	Direct payment from the plan	18
27	Investment advisory (plan)	14
99	Other fees	7
21	Trustee (bank, trust company or similar)	3
28	Investment management	3
15	Recordkeeping and information management	2
16	Consulting (general)	2

Largest plans served

Plan	Employer	Assets	Participants	Direct compensation
United Airlines Pilot Retirement Account Plan	United Airlines	$16,835,964,452	20,025	$59,488
Advocate Aurora Health 401(k) Plan	Advocate Aurora Health	$10,487,791,739	100,747	$16,285
The Permanente Medical Group, Inc. Salary Deferral Plan	Permanente Medical Group	$9,882,460,618	28,964	$6,745
Schwabplan Retirement Savings and Investment Plan	Schwab Charles	$8,932,117,605	43,060	$18,497
Humana Retirement Savings Plan	Humana	$7,706,147,015	60,365	$12,179
Jetblue Airways Retirement Plan	Jetblue Airways	$5,447,050,378	26,861	$5,664
U.S. Anesthesia Partners, Inc. 401(k) Plan	U.S. Anesthesia Partners	$2,828,979,535	7,447	$5,336
Allianz Asset Management of America 401(k) Savings and Retirement Plan	Allianz Asset Management of America	$2,157,697,959	4,907	$6,862
Villagemd 401(k) Retirement Savings Plan	Village Practice Management	$1,449,601,065	16,315	$14,300
Colorado Permanente Medical Group, P.C. 401(k) Plan	Colorado Permanente Medical Group	$1,004,292,515	1,592	$10,065
Seyfarth Shaw LLP 401(k) Savings and Retirement Plan	Seyfarth Shaw	$925,918,577	2,831	$20,067
Prevea Clinic, Inc. 401(k) and Retirement Plan	Prevea Clinic	$491,684,640	2,757	$21,046
Radiology Partners, Inc. 401(k) Profit Sharing Plan	Radiology Partners	$412,449,108	6,800	$7,212
Day Pitney Profit Sharing and 401(k) Plan	Day Pitney	$375,555,177	1,040	$5,059
Carepoint Health, LLC 401(k) Profit Sharing Plan	Carepoint Health	$372,133,330	915	$21,982
Baycare Clinic 401(k) Retirement Savings Plan	Baycare Clinic	$315,683,900	1,288	$22,100
Bottomline Technologies 401(k) Plan	Bottomline Technologies	$242,185,313	1,818	$41,927
Bay Medical Management, LLC 401(k) Profit Sharing Plan	Bay Medical Management	$208,626,506	416	$31,438
Koniag Retirement Plan	Koniag	$130,468,365	3,834	$5,000
Ray Quinney & Nebeker Profit Sharing Plan	Ray Quinney & Nebeker P. C.	$122,970,728	201	$12,288
Aviation Systems Engineering Company, Inc. 401(k) Profit Sharing Plan and Trust	Aviation Systems Engineering	$80,473,119	653	$53,776
Mendes & Mount, LLP Retirement Plan	Mendes & Mount	$79,896,947	271	$10,000
Koniag 401(k) Savings Plan	Koniag	$62,889,632	639	$5,000
The Pete Store, LLC 401(k) Plan	Pete Store	$35,624,980	636	$34,033
The L.S. Starrett Company 401(k) Savings Plan	Starrett L S	$29,018,128	746	$79,143

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.