Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Wells Fargo
Wells Fargo
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $168,233
Assets of those plans
$462,036,034
0.01% 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
$168,233
47% 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 | 8 |
| 99 | Other fees | 8 |
| 26 | Investment advisory (participants) | 2 |
| 27 | Investment advisory (plan) | 1 |
| 28 | Investment management | 1 |
| 50 | Direct payment from the plan | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Wilmington Health, PLLC Retirement Plan | Wilmington Health | $166,341,080 | 1,471 | $62,761 |
| Mccormick Barstow 401(k) Retirement Plan | Mccormick Barstow Sheppard Wayte & Carruth | $114,443,237 | 283 | $74,087 |
| Johnson, Pope Profit Sharing Plan and Trust | Johnson Pope Bokor Ruppel & Burns L. L. P. | $71,278,120 | 213 | $6,007 |
| Savings Incentive and Profit Sharing Plan for Employees of Digestive Disease Specialists, Inc. | Digestive Disease Specialists | $41,719,184 | 312 | $5,746 |
| Talivity 401(k) Savings Plan | Talivity | $20,564,947 | 383 | $0 |
| America's Floor Source Profit Sharing Plan | Americas Floor Source | $15,561,593 | 382 | $0 |
| CA Capital Operations LLC 401k Plan | CA Capital Operations | $9,215,587 | 143 | $0 |
| Juniper Landscaping of Florida, LLC 401(k) Profit Sharing Plan | Juniper Landscaping of Florida | $5,412,523 | 323 | $0 |
| Silver Lake Construction Compa 401k Profit Sharing Plan and TRU | Silver Lake Construction | $3,833,872 | 267 | $0 |
| SDC Properties, Inc 401(k) Plan | SDC Properties | $3,612,492 | 104 | $0 |
| Rocking Horse Ranch Profit Sharing and 401k Plan | Rocking Horse Ranch Operatingco | $3,583,238 | 160 | $19,632 |
| Education Management & Networks Inc 401k Plan | Education Management & Networks | $3,388,460 | 257 | $0 |
| Avanath Communities, Inc. 401(k) Plan | Avanath Communities | $3,081,701 | 322 | $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.