Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Wells Thomas, LLC
Wells Thomas, LLC
- Service provider, as named on Schedule C
- EIN 260228640
- Plan year 2024
- Direct compensation reported $42,404
Assets of those plans
$205,744,399
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$42,404
60% 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 |
| 13 | Contract administrator | 5 |
| 50 | Direct payment from the plan | 4 |
| 99 | Other fees | 4 |
| 15 | Recordkeeping and information management | 1 |
| 37 | Participant loan processing | 1 |
| 64 | Recordkeeping fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The S/l/a/m Collaborative, Inc. Investment Savings and Profit Sharing Plan | S/l/a/m Collaborative | $74,647,858 | 395 | not reported |
| Rehabilitation Associates, Inc. 401(k) Plan | Rehabilitation Associates | $25,226,737 | 212 | $500 |
| Griffin Faculty Practice, Inc. 401(k) Retirement Plan | Griffin Faculty Practice Plan | $21,232,968 | 120 | $0 |
| Lab Logistics, LLC 401(k) Retirement Plan | Lab Logistics | $20,978,573 | 400 | $12,363 |
| BSSC Retirement Planrecordkeeper | Boston Sports and Shoulder Center | $16,957,230 | 145 | $1,775 |
| Arburg, Inc. 401(k) Savings Plan | Arburg | $16,297,189 | 142 | $0 |
| Currie Group 401(k) Retirement Plan | Bill Currie Ford | $13,274,525 | 273 | $0 |
| The L.C. Doane Company 401(k) Savings and Retirement Plan | L.C. Doane | $9,130,221 | 138 | $825 |
| Aeci Charter Schools Network 401(k) Plan | Aeci Charter Schools Network | $5,337,316 | 123 | $4,250 |
| Ices, Inc. / Connecticut Transportation Solutions, LLC 401(k) Plan | Ices | $2,661,782 | 360 | $22,691 |
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.