Plans listing this provider
28
0.05% of the 56,420 plans with Schedule H financials; 24 in 2023
Providers › Wells Fargo Advisors Fin Network LL
Wells Fargo Advisors Fin Network LL
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $710,019
Assets of those plans
$919,188,946
0.01% 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
$710,019
82% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 23 |
| 55 | Other commissions | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Audiology Benefits 401(k) Plan | Audiology Benefits Service | $216,274,447 | 3,682 | $28,750 |
| Sabert Corporation 401(k) Plan | Sabert | $113,328,867 | 2,211 | $15,994 |
| Donjon Marine Co., Inc. Retirement Plan | Donjon Marine | $87,830,745 | 376 | $121,136 |
| Charleston ENT Associates, LLC Profit Sharing Plan | Charleston ENT Associates | $48,760,569 | 354 | $52,213 |
| Child-parent Centers, Inc. Retirement Plan | Child-parent Centers | $46,801,859 | 671 | $64,671 |
| Peterson Brothers Retirement Plan | Vert Markets | $45,731,217 | 136 | $45,000 |
| Dietz & Watson, Inc. Deferred Salary Savings Plan | Dietz & Watson | $43,173,040 | 721 | $29,998 |
| MXR Imaging, Inc. 401(k) Profit Sharing Plan | MXR Imaging | $39,970,438 | 561 | $0 |
| The Opici Group Profit Sharing/401(k) Plan | Opici Group | $36,478,855 | 397 | $40,000 |
| Maita Profit Sharing 401(k) Plan and Trust | Maita Auto Group | $35,985,914 | 687 | $0 |
| Wallace Design Collective, PC 401(k) Retirement Plan | Wallace Design Collective | $30,444,992 | 303 | $66,726 |
| Village Subaru 401(k) Profit Sharing Plan | Village Subaru | $29,250,464 | 392 | $13,190 |
| HRBC 401(k) Plan for UFCW Collective | Harris Ranch Beef | $21,247,344 | 920 | $0 |
| Everest Clinical Research Corporation 401(k) Plan | Everest Clinical Research | $15,675,990 | 189 | $52,461 |
| Coastal Horizons Center, Inc. Profit Sharing Plan | Coastal Horizons Center | $15,221,149 | 410 | $0 |
| Idaho Milk Products, Inc 401(k) Plan | Idaho Milk Products | $14,454,036 | 261 | $18,886 |
| Dietz & Watson, Inc. Local 152 401(k) Savings Plan | Dietz & Watson | $12,145,038 | 599 | $28,525 |
| Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust | Lehigh Heavy Forge | $12,133,118 | 159 | $28,524 |
| Newark Community Health Centers, Inc. Retirement Plan | Newark Community Health Centers | $10,790,596 | 307 | $32,142 |
| ET Works Retirement Plan | ET Works Inc. Equipment Technologies | $10,089,042 | 158 | $0 |
| Standard Enterprises, Inc. 401(k) Plan | Standard Enterprises | $10,065,757 | 106 | $17,728 |
| Fann Contracting, Inc. 401(k) Profit Sharing Plan | Fann Contracting | $7,040,884 | 275 | $14,451 |
| Exedy America 401(k) Plan | Exedy America | $5,724,942 | 83 | $7,542 |
| Updike Distribution Logistics, LLC 401(k) Profit Sharing Plan and Trust | Updike Distribution Logistics | $4,911,815 | 257 | $12,049 |
| Sportsmed PT LLC 401(k) Profit Sharing Plan | Sportsmed PT | $2,917,851 | 210 | $10,531 |
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.