Plans listing this provider
125
0.22% of the 56,420 plans with Schedule H financials; 135 in 2023
Providers › Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC
- Service provider, as named on Schedule C
- EIN 232384840
- Plan year 2024
- Direct compensation reported $4,202,885
Assets of those plans
$6,667,594,684
0.09% 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
$4,202,885
78% 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) | 94 |
| 55 | Other commissions | 23 |
| 50 | Direct payment from the plan | 6 |
| 26 | Investment advisory (participants) | 5 |
| 61 | Finders fees / placement fees | 3 |
| 28 | Investment management | 1 |
| 33 | Securities brokerage | 1 |
| 70 | Consulting fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| IBEW Local 332 Pension Plan Part B | Board of Trustees IBEW Local 332 Pension Plan Part B | $885,742,625 | 3,981 | $69,000 |
| ABM 401(k) Employee Savings Plan | ABM Industries | $695,801,446 | 12,826 | $92,500 |
| Insight Global, LLC 401(k) Plan | Insight Global | $486,880,914 | 14,540 | $74,675 |
| Dexcom, Inc. 401(k) Plan | Dexcom | $448,944,454 | 6,563 | $128,757 |
| Vetcor 401(k) Plan | Erin Rojas | $288,333,717 | 6,172 | $40,000 |
| Fletcher Jones Automotive Group Employee 401(k) Retirement Plan | Fletcher Jones Management Group | $169,991,849 | 3,144 | $75,532 |
| Power Integrations, Inc. 401(k) Plan | Power Integrations | $145,976,163 | 509 | $34,000 |
| Ubisoft, Inc. 401(k) Plan | Ubisoft | $129,266,870 | 916 | $40,000 |
| Lansing Building Products, LLC 401(k) Plan | Lansing Building Products | $125,582,491 | 2,544 | $110,043 |
| Legends 401(k) Profit Sharing Plan | Legends Hospitality | $105,787,821 | 3,134 | $50,000 |
| Boeing Intelligence & Analytics 401(k) Profit Sharing Plan | Boeing Intelligence & Analytics | $101,909,362 | 827 | $132,490 |
| Brandenburg Industrial Service Company Profit Sharing and 401(k) Plan | Brandenburg Industrial Service | $100,133,345 | 212 | $138,292 |
| Healthstream, Inc. 401(k) Plan | Healthstream | $99,022,569 | 1,385 | $30,000 |
| Kulite Semiconductor Products, Inc. Employees' Profit Sharing and Salary Reduction Plan | Kulite Semiconductor Products Inc. Retirement Committee | $97,420,221 | 998 | $0 |
| Number 1 Cochran Retirement Plan | Cochran Motors | $77,747,734 | 1,872 | $87,292 |
| Workrise Technologies, Inc. 401(k) Plan | Workrise Technologies | $76,223,646 | 1,681 | $55,906 |
| Tower Hill Insurance Group, LLC 401(k) Plan | Tower Hill Insurance Group | $73,850,700 | 710 | $96,078 |
| Madix, Inc. 401(k) Profit Sharing Plan | Madix | $72,896,886 | 902 | $46,839 |
| Cambro Manufacturing Company Employees 401(k) Retirement Plan | Cambro Manufacturing | $70,015,674 | 981 | $74,844 |
| Monosol 401(k) Profit Sharing Plan | Monosol | $62,356,885 | 415 | $63,910 |
| Brightcove Inc. 401(k) Plan | Brightcove | $61,629,493 | 609 | $0 |
| Wilton Brands LLC Retirement Plan | Wilton Brands | $60,521,368 | 673 | $35,822 |
| Information & Computing Services, Inc. Savings Plan | Information & Computing Services | $57,981,410 | 476 | $0 |
| Sunland Construction, Inc. Profit Sharing 401(k) Plan | Sunland Construction | $54,698,774 | 461 | $60,494 |
| Sunrise Coal, LLC 401(k) Profit Sharing Plan | Sunrise Coal | $52,255,254 | 762 | $24,312 |
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.