Plans listing this provider
290
0.51% of the 56,420 plans with Schedule H financials; 320 in 2023
Providers › Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC
- Service provider, as named on Schedule C
- EIN 341542819
- Plan year 2024
- Direct compensation reported $5,949,965
Assets of those plans
$27,387,047,041
0.35% of all Schedule H plan assets
Plans where it is the recordkeeper
36
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$5,949,965
68% 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) | 149 |
| 99 | Other fees | 129 |
| 50 | Direct payment from the plan | 82 |
| 49 | Other services | 54 |
| 26 | Investment advisory (participants) | 38 |
| 64 | Recordkeeping fees | 35 |
| 15 | Recordkeeping and information management | 34 |
| 21 | Trustee (bank, trust company or similar) | 34 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| 401(k) Pension Plan | National Rural Electric Cooperative Association | $16,840,459,887 | 79,674 | $0 |
| Olin Corporation Retirement Savings Plan | Olin | $1,360,888,480 | 8,969 | $240,000 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $17,076 |
| Buildwise | Plan Professionals | $650,180,984 | 11,503 | $11,384 |
| Open PEP | Plan Professionals | $354,955,853 | 8,929 | $7,979 |
| Louis Dreyfus Retirement Savings Plan | Louis Dreyfus | $286,968,638 | 1,703 | $0 |
| Lacks Enterprises, Inc. Retirement Savings and Profit Sharing Plan | Lacks Enterprises | $240,572,006 | 2,511 | $60,000 |
| JFC International Inc. Savings and Profit Sharing Plan | JFC International | $174,801,198 | 1,097 | $0 |
| Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan | Hotel 401(k) Retirement Savings Plan | $171,279,754 | 3,459 | $18,750 |
| Timmons Group, Inc. 401(k) Plan | Timmons Group | $138,496,690 | 1,049 | $149,993 |
| Disys 401(k) Plan | Digital Intelligence Systems | $135,827,624 | 2,953 | $0 |
| ITA Group, Inc. 401(k) Savings and Retirement Plan | ITA Group | $124,190,051 | 1,219 | $0 |
| Flynn Restaurant Group 401(k) Retirement Plan | AAG Holding I | $118,543,911 | 3,957 | $39,925 |
| DN Tanks Retirement Plan | DN Tanks | $117,947,516 | 364 | $51,995 |
| Anesthesia Services, P.A. 401(k) Profit Sharing Plan | Anesthesia Services | $117,696,741 | 233 | $47,740 |
| Central Illinois Radiological Associates, Ltd. 401(k) Profit Sharing Plan | Central Illinois Radiological Associates | $113,280,096 | 179 | $18,876 |
| Partner Engineering and Science 401(k) Plan | Partner Assessment Corporation DBA Partner Engineering and Science | $108,682,195 | 1,379 | $50,000 |
| Austin Bank Texas, N.A. Employees Profit Sharing Plan | Austin Bank Texas | $103,274,740 | 774 | $0 |
| Tuttle-click Automotive Group Retirement Plan | Tcag | $100,995,185 | 1,569 | $10,000 |
| Southern Pipe & Supply Co., Inc. 401(k) Retirement Savings Plan | Southern Pipe & Supply | $100,886,661 | 1,272 | $172,267 |
| Netherland, Sewell & Associates, Inc. 401(k) Plan | Netherland Sewell & Associates | $99,962,830 | 185 | $0 |
| Wash Multifamily Laundry Systems, LLC 401(k) Plan | Wash Multifamily Laundry Systems | $98,625,662 | 790 | $26,626 |
| AAA Life Insurance Pension and 401(k) Plan | AAA Life Insurance | $98,463,571 | 1,030 | $33,333 |
| Chapman Automotive Group 401(k) Plan and Trust | Chapman Automotive Group | $94,328,718 | 1,129 | $93,856 |
| Oltmans Companies Profit Sharing Plan | Oltmans Companies | $92,778,674 | 134 | $52,018 |
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.