Plans listing this provider
171
0.30% of the 56,420 plans with Schedule H financials; 181 in 2023
Providers › Wells Fargo Advisors LLC
Wells Fargo Advisors LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $6,030,110
Assets of those plans
$7,935,579,301
0.10% 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
$6,030,110
91% 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) | 143 |
| 50 | Direct payment from the plan | 24 |
| 26 | Investment advisory (participants) | 20 |
| 55 | Other commissions | 6 |
| 99 | Other fees | 6 |
| 17 | Consulting (pension) | 4 |
| 51 | Investment management fees paid directly by plan | 4 |
| 72 | Other investment fees and expenses | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement | $1,768,512,554 | 255,088 | $49,510 |
| Arch Resources, Inc. 401(k) Plan | Arch Resources | $650,410,618 | 4,490 | $125,000 |
| US Radiology Specialists 401(k) Retirement Plan | US Radiology Specialists | $571,007,323 | 4,428 | $6,738 |
| Loeb & Loeb LLP Profit Sharing and 401(k) Plan | Loeb & Loeb | $438,103,649 | 936 | $11,781 |
| Total Quality Logistics, LLC Retirement Plan | Total Quality Logistics | $280,092,286 | 5,362 | $32,710 |
| Chugach 401(k) Plan | Chugach Alaska | $256,041,577 | 5,354 | $114,918 |
| Argo Group US 401(k) Plan | Pxre | $192,563,072 | 1,413 | $55,000 |
| Ducks Unlimited, Inc. 401(k) Plan | Ducks Unlimited | $185,535,922 | 980 | $133,312 |
| Blue Beacon, Inc. Profit Sharing/401(k) Plan | Blue Beacon | $147,423,301 | 2,369 | $77,715 |
| Edco Deferred Compensation Plan | Edco Disposal | $141,990,087 | 1,693 | $100,196 |
| Nugget Market, Inc. 401(k) Profit Sharing Plan & Trust | Nugget Market | $126,025,604 | 2,242 | $113,016 |
| Crystal Clean, LLC Retirement Savings Plan | Crystal Clean | $121,785,573 | 2,151 | $55,650 |
| Republic Title of Texas, Inc. 401(k) Savings Plan | First American Financial | $84,583,069 | 453 | $114,369 |
| Belimo Americas Savings Plan | Belimo Aircontrols (USA) | $80,941,209 | 617 | $69,742 |
| Entek 401(k) Plan | Membrane Holdings | $66,657,544 | 572 | $90,486 |
| TTX Holdings, Inc. 401(k) Plan | TTX Holdings | $58,274,564 | 332 | $72,492 |
| Virginia Cardiovascular Specialists, PC 401(k) Profit Sharing Plan | Virginia Cardiovascular Specialists | $57,623,589 | 224 | $106,646 |
| M-E Engineers, Inc. 401(k) Profit Sharing Plan and Trust | M-E Engineers | $56,871,782 | 318 | $61,939 |
| Concord 401(k) Plan | Concord Music Group | $55,962,073 | 668 | $105,971 |
| Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company | Wiss | $55,162,809 | 400 | $20,000 |
| Alvin H. Butz, Inc. 401(k) Profit Sharing Plan | Alvin H. Butz | $54,157,214 | 115 | $68,734 |
| Agri Profit Sharing Plan | American Implement | $53,759,852 | 420 | $120,345 |
| Sands Anderson PC Profit Sharing Plan | Sands Anderson | $51,073,878 | 215 | $99,634 |
| Ardex, L.P. 401(k) Plan | Ardex | $50,019,369 | 385 | $12,964 |
| Carolinas Pathology Group, P.A. Profit Sharing Plan | Carolinas Pathology Group | $49,102,608 | 166 | $21,316 |
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.