Plans listing this provider
91
0.16% of the 56,420 plans with Schedule H financials; 74 in 2023
Providers › Wells Fargo Advisors Fin Network
Wells Fargo Advisors Fin Network
- Service provider, as named on Schedule C
- EIN 481305000
- Plan year 2024
- Direct compensation reported $1,845,449
Assets of those plans
$5,130,739,901
0.07% of all Schedule H plan assets
Plans where it is the recordkeeper
21
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,845,449
60% 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 |
|---|---|---|
| 99 | Other fees | 55 |
| 27 | Investment advisory (plan) | 50 |
| 50 | Direct payment from the plan | 45 |
| 49 | Other services | 26 |
| 21 | Trustee (bank, trust company or similar) | 21 |
| 64 | Recordkeeping fees | 21 |
| 15 | Recordkeeping and information management | 21 |
| 26 | Investment advisory (participants) | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Paul Hastings LLP Defined Contribution Retirement Plan | Paul Hastings | $1,087,520,311 | 3,141 | $59,771 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $12,835 |
| New Enterprise Stone & Lime Co., Inc. 401(k) Savings and Retirement Plan | New Enterprise Stone & Lime | $242,309,680 | 2,118 | $70,000 |
| Audiology Benefits 401(k) Plan | Audiology Benefits Service | $216,274,447 | 3,682 | $56,250 |
| West Technology Group, LLC 401(k) Retirement Plan | West Technology Group | $214,459,828 | 1,640 | $54,999 |
| Atlantic Corporation of Wilmington, Inc. 401(k) Profit Sharing Plan | Atlantic Corporation of Wilmington | $177,826,824 | 1,173 | $0 |
| Keyence Corporation of America Savings Plan | Keyence Corporation of America | $168,996,581 | 2,049 | $41,250 |
| West Star Aviation, LLC 401(k) Plan | West Star Aviation LLC West Star Aviation | $126,296,263 | 2,137 | $0 |
| Miltenyi Biotec North America, Inc. 401(k) Profit Sharing Plan | Miltenyi Biotec North America | $121,347,941 | 1,035 | $0 |
| Bass Thrift / 401(k) Plan and Trust | RBBMI Holdings | $107,448,158 | 648 | $45,563 |
| OHL N.A. 401(k) Plan | OHL N.A. 401(k) Plan | $103,818,519 | 1,149 | $55,000 |
| Collabera 401(k) Plan | Collabera | $102,594,536 | 2,039 | $49,989 |
| MMR Group, Inc. Profit Sharing Plan | MMR Group | $85,775,034 | 1,503 | $0 |
| Royal Realty Corporation Employees 401(k) Plan | Royal Realty | $81,891,150 | 457 | $50,000 |
| Spencer Gifts LLC 401(k) Plan | Spencer Gifts | $71,048,557 | 1,483 | $40,000 |
| Konica Minolta Healthcare Americas, Inc. 401(k) Savings Plan | Konica Minolta Healthcare Americas | $67,358,631 | 420 | $75,316 |
| Tokai Carbon CB Ltd. 401(k) Plan | Tokai Carbon CB | $66,341,750 | 465 | $33,295 |
| Majesco 401(k) Planrecordkeeper | Majesco | $64,954,095 | 737 | $50,034 |
| WB Engineering & Consulting, PLLC Retirement Savings Plan | WB Engineers + Consultants | $60,925,016 | 238 | $0 |
| Yam Management 401(k) Planrecordkeeper | Yam Management | $58,742,195 | 1,285 | $45,030 |
| Sonny's Enterprises, LLC 401(k) Profit Plan | Sonny's Enterprises | $54,397,287 | 1,345 | $0 |
| Kastle Systems International LLC Retirement Plan | Kastle Systems International | $49,241,876 | 812 | $0 |
| The Solomon-page Group, LLC 401(k) Savings Plan | Solomon-page Group | $45,554,747 | 780 | $0 |
| Mowery Clinic LLC 401(k) Plan and Trust | Mowery Clinic L L C | $44,022,568 | 138 | $46,038 |
| Puratos USA Employee Savings Plan | Puratos | $43,204,197 | 477 | $40,000 |
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.