Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 18 in 2023
Providers › Wells Fargo Advisors
Wells Fargo Advisors
- Service provider, as named on Schedule C
- EIN 364019175
- Plan year 2024
- Direct compensation reported $591,745
Assets of those plans
$2,694,573,625
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$591,745
89% 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) | 11 |
| 27 | Investment advisory (plan) | 4 |
| 50 | Direct payment from the plan | 3 |
| 28 | Investment management | 2 |
| 16 | Consulting (general) | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Sidley Austin LLP Savings and Investment Plan | Sidley Austin | $1,932,030,718 | 5,876 | $5,213 |
| The Doctors Management Company 401(k) Savings Plan | Doctors Management | $313,291,536 | 1,100 | $18,750 |
| AAA Life Insurance Pension and 401(k) Plan | AAA Life Insurance | $98,463,571 | 1,030 | $6,667 |
| Van Wall Equipment, Inc. Profit Sharing 401(k) Plan | Van Wall Equipment | $67,353,577 | 759 | $144,067 |
| Miami Valley Emergency Specialists, LLC 401(k) Profit Sharing Plan | Miami Valley Emergency Specialists | $43,034,543 | 134 | $104,457 |
| JST Corporation 401(k) Plan | JST | $41,600,623 | 329 | $24,854 |
| ABC Bus Companies, Inc. Employees' Retirement Plan | ABC Bus Companies | $29,657,869 | 678 | $44,906 |
| Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan | Carlson Tool & Manufacturing | $28,314,482 | 161 | $43,627 |
| HME, Inc. 401(k) Plan | HME | $27,756,452 | 592 | $0 |
| Mitek Systems, Inc. 401(k) Savings Plan | Mitek Systems | $26,410,217 | 226 | $67,302 |
| South Tahoe Group Pension Plan | South Tahoe Refuse | $22,943,525 | 163 | $10,367 |
| Merrill Farms, LLC Retirement Plan & Trust | Merrill Farms | $16,770,033 | 121 | $0 |
| TD2 401(k) Plan | Translational Drug Development | $13,492,175 | 221 | $30,424 |
| Empire CLS Worldwide Chauffeured Services 401(k) Plan | Empire International Ltd DBA Empire CLS Worldwide Chauffeured Services | $12,272,836 | 305 | $18,852 |
| Hubbard & Drake General/mechanical Contractors, Inc. 401(k) PSP | Hubbard & Drake General/mechanical Contractors | $6,075,416 | 123 | $20,863 |
| Ryco 401(k) Plan | Ryco | $5,522,072 | 98 | $20,464 |
| Vintage Stock Safe Harbor 401(k))plan | Vintage Stock | $4,958,506 | 188 | $24,207 |
| Hunters Run 401(k) Retirement Plan | Hunters Run Property Owners Asso | $4,625,474 | 179 | $6,725 |
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.