Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $289,121
Assets of those plans
$159,051,008
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$289,121
55% 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) | 3 |
| 55 | Other commissions | 3 |
| 26 | Investment advisory (participants) | 2 |
| 64 | Recordkeeping fees | 2 |
| 10 | Accounting (including auditing) | 1 |
| 15 | Recordkeeping and information management | 1 |
| 22 | Insurance agents and brokers | 1 |
| 28 | Investment management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Schimberg Co. Profit Sharing Plan | Schimberg | $41,846,299 | 162 | $87,076 |
| Village Subaru 401(k) Profit Sharing Plan | Village Subaru | $29,250,464 | 392 | $36,783 |
| Mitchell Companies 401(k) Planrecordkeeper | Mitchell Companies | $22,627,246 | 241 | $55,887 |
| Cerium Networks 401(k) Plan | Cerium Networks | $21,107,053 | 166 | $47,495 |
| Nadap, Inc. Retirement Planrecordkeeper | Nadap | $12,186,509 | 232 | $22,230 |
| Homesite Services, Inc. 401(k) Plan | Homesite Services | $8,881,943 | 131 | $39,650 |
| Altl, Inc. Employees Profit Sharing Plan & Trust | Altl | $8,851,131 | 113 | $0 |
| The Home Run, Inc. Retirement Plan and Trust | Home Run | $6,938,748 | 96 | $0 |
| Hagerstown Goodwill Industries Inc Employee 401(k) Retirement Plan | Hagerstown Goodwill Industries | $4,327,156 | 252 | $0 |
| Center Street Community Clinic Inc 401(k) | Center Street Community Clinic I | $3,034,459 | 163 | $0 |
| US Fitness Holdings, LLC 401(k) Profit Sharing Plan | US Fitness Holdings | $0 | 0 | $0 |
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.