Plans listing this provider
49
0.09% of the 56,420 plans with Schedule H financials; 49 in 2023
Providers › Wealth Management Systems Inc
Wealth Management Systems Inc
- Service provider, as named on Schedule C
- EIN 223734996
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$39,050,749,473
0.50% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$0
0% 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 |
|---|---|---|
| 49 | Other services | 49 |
| 64 | Recordkeeping fees | 3 |
| 65 | Account maintenance fees | 3 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| General Dynamics Corporation 401(k) Plan 6.0 | General Dynamics | $12,395,006,194 | 66,926 | $0 |
| General Dynamics Corporation 401(k) Qaca Plan | General Dynamics | $7,914,050,317 | 43,639 | $0 |
| PPG Industries, Inc. Employee Savings Plan | PPG Industries | $4,285,542,612 | 22,855 | $0 |
| ADM 401(k) and Employee Stock Ownership Plan for Salaried Employees | Archer-daniels-midland | $2,314,444,246 | 11,450 | $0 |
| General Dynamics Corporation 401(k) Plan for Represented Employees | General Dynamics | $2,086,244,941 | 21,854 | $0 |
| US Acute Care Solutions Profit Sharing/401(k) Plan and Trust | US Acute Care Solutions | $1,936,028,508 | 9,720 | $0 |
| General Dynamics Corporation 401(k) Plan 3.0 | General Dynamics | $1,475,683,269 | 8,304 | $0 |
| Concentrix Retirement and Savings Plan | Concentrix CVG | $879,731,509 | 8,746 | $0 |
| Canadian National Railway Company Savings Plan for U.S. Operations | Grand Trunk | $767,383,565 | 6,705 | $0 |
| Uhhs 401(k) Retirement Savings Plan | Uhhs | $766,877,725 | 10,894 | $0 |
| TTM Technologies 401(k) Retirement Savings Plan | TTM Technologies | $624,582,451 | 5,908 | $0 |
| Lincare Employees' 401(k) Plan | Lincare | $469,782,526 | 12,708 | $0 |
| Primoris Services Corporation 401(k) Retirement Savings Plan | Primoris Services | $401,457,308 | 7,254 | $0 |
| Adventhealth Consolidated ERISA 401(a) Plan | Adventist Health System Sunbelt Healthcare | $332,419,145 | 3,973 | $0 |
| Utz Quality Foods, LLC Profit Sharing/401(k) Plan | Utz Quality Foods | $274,494,162 | 5,053 | $0 |
| Heritage Medical Group Retirement Savings 401(k) Plan | High Desert Medical | $244,663,828 | 3,663 | $0 |
| Diversified Service Options, Inc. DBA Guidewell Source 401(k) Savings Plan | Diversified Service Options Inc. DBA Guidewell Source | $224,152,667 | 2,891 | $0 |
| Cornerstone Capital Bank, SSB 401(k) Plan | Cornerstone Capital Bank | $136,200,838 | 1,274 | $0 |
| Savers 401(k) Plan | TVI | $127,665,407 | 3,976 | $0 |
| Adventhealth Consolidated ERISA 403(b) Plan | Adventist Health System Sunbelt Healthcare | $119,725,507 | 1,905 | $0 |
| Geon Performance Solutions 401(k) Plan | Geon Performance Solutions | $115,526,407 | 802 | $0 |
| Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan | Coblentz Patch Duffy & Bass | $105,350,876 | 193 | $0 |
| Fiesta Mart, L.L.C. 401(k) Retirement and Savings Planrecordkeeper | Fiesta Mart | $100,180,126 | 1,994 | $0 |
| Everbridge, Inc. 401(k) Profit Sharing Plan & Trust | Everbridge | $92,544,902 | 1,062 | $0 |
| Arctic Wolf Networks, Inc. 401(k) Plan | Arctic Wolf Networks | $88,742,921 | 1,423 | $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.