Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › Wellington Consulting Services, Inc
Wellington Consulting Services, Inc
- Service provider, as named on Schedule C
- EIN 541620949
- Plan year 2024
- Direct compensation reported $805,450
Assets of those plans
$297,451,703
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$805,450
77% 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 |
|---|---|---|
| 28 | Investment management | 12 |
| 26 | Investment advisory (participants) | 12 |
| 27 | Investment advisory (plan) | 12 |
| 51 | Investment management fees paid directly by plan | 11 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 50 | Direct payment from the plan | 1 |
| 49 | Other services | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| CVDC 401(k) Plan | Central Virginia Dental Care | $97,313,065 | 758 | $210,462 |
| Atlantic Dental Care 401(k) Profit Sharing Plan | Atlantic Dental Care | $89,231,948 | 798 | $192,198 |
| Galois Inc 401(k) Plan and Trust | Galois | $30,863,346 | 178 | $0 |
| The Center for Bone and Joint Disease, P.A. Profit Sharing Plan | Center for Bone and Joint Disease | $15,767,910 | 151 | $20,984 |
| August Schell Enterprises 401(k) Plan and Trust | August Schell Enterprises | $13,289,222 | 121 | $65,346 |
| Shift7 Digital 401(k) Plan | Siteworx Holdings | $10,798,889 | 130 | $44,244 |
| Decypher Technologies Ltd. 401(k) Plan and Trustrecordkeeper | Decypher Technologies | $7,856,959 | 335 | $31,570 |
| Miller Transportation 401(k) Plan and Trust | Miller Transportation | $7,296,312 | 166 | $45,994 |
| Phipps Conservatory and Botanical Gardens Inc Retirement Plan | Phipps Conservatory and Botanical Gardens | $7,271,328 | 126 | $46,411 |
| Redstone Construction Group Inc 401(k) Plan | Redstone Construction Group | $5,735,072 | 100 | not reported |
| Pgtek, Inc. 401(k) Profit Sharing Plan & Trust | Pgtek | $5,092,838 | 136 | not reported |
| Fisc 401(k) Plan and Trust | Federal Integrated Systems Corporaion | $3,852,649 | 290 | $30,099 |
| Dignari, LLC 401(k) Plan | Dignari | $3,082,165 | 124 | $118,142 |
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.