Plans listing this provider
41
0.07% of the 56,420 plans with Schedule H financials; 2 in 2023
Providers › Wellth Advisory Services LLC
Wellth Advisory Services LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $522,618
Assets of those plans
$957,193,508
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
$522,618
100% 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) | 38 |
| 26 | Investment advisory (participants) | 1 |
| 33 | Securities brokerage | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
| 55 | Other commissions | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Rotech Healthcare Inc. 401(k) Savings Plan | Rotech Healthcare | $74,703,102 | 3,669 | $12,500 |
| American Campus Communities Services, Inc. 401(k) Plan | American Campus Communities Services | $65,688,402 | 2,078 | $15,000 |
| J. H. Fletcher & Co. Employees Profit Sharing Plan | J. H. Fletcher | $62,475,973 | 334 | $24,473 |
| Capital City Bank Group, Inc. 401(k) Plan | Capital City Bank Group | $56,782,158 | 1,008 | $8,500 |
| Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan | Severson & Werson | $52,818,325 | 111 | $7,438 |
| Atlas Technologies, Inc. 401(k) Profit Sharing Plan | Atlas Technologies | $41,353,599 | 437 | $22,945 |
| Hopehealth Retirement Plan | Hopehealth | $39,804,539 | 639 | $23,772 |
| Concord Management, Ltd. 401(k) Plan | Concord Management | $39,112,757 | 664 | $4,585 |
| Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan | Orthopedics Rhode Island | $37,921,339 | 751 | $11,836 |
| The Employee 401(k) Retirement Plan - Keystone Consolidated Industries, Inc. | Keystone Consolidated Industries | $35,732,520 | 354 | $14,888 |
| Opengov, Inc. 401(k) Profit Sharing Plan | Opengov | $32,195,997 | 548 | $6,748 |
| The Queen Casino & Entertainment Inc. 401(k) Plan | Queen Casino & Entertainment | $29,367,483 | 570 | $6,059 |
| Clow Stamping Company 401(k) Plan | Clow Stamping | $26,851,069 | 452 | $21,941 |
| Protrials Research, Inc. 401(k) Profit Sharing Plan | Protrials Research | $21,531,874 | 187 | $7,500 |
| Step Up for Students 401(k) Plan | Step Up for Students-florida | $20,878,333 | 444 | $24,575 |
| Roechling Automotive USA LLP 401k Plan | Roechling Automotive USA | $20,474,978 | 994 | $16,878 |
| Briggs Medical Service Company 401(k) Savings Plan | Briggs Medical Service | $18,578,292 | 197 | $7,520 |
| Alloy & Stainless Fasteners, Inc. 401(k) Profit Sharing Plan | Alloy & Stainless Fasteners | $18,386,986 | 252 | $21,858 |
| Peoplelink, LLC 401(k) Plan | Peoplelink | $16,728,704 | 378 | $15,345 |
| Schuler Shoes, Inc. 401(k) Savings Plan | Schuler Shoes | $16,511,351 | 228 | $24,690 |
| Cusb Bank 401(k) Profit Sharing Plan & Trust | Cusb Bank | $16,168,523 | 127 | $11,416 |
| Worldwide Supply Chain Solutions, Inc. 401(k) Plan & Trust | Worldwide Supply Chain Solutions | $16,009,432 | 435 | $13,967 |
| The Window Nation 401(k) and Profit Sharing Plan | Window Nation | $15,462,266 | 1,176 | $10,088 |
| Dubuque Racing Association 401(k) Savings Plan | Dubuque Racing Association | $15,448,802 | 205 | $4,793 |
| Power Component Systems, Inc. Employee 401(k)/profit Sharing Plan | Power Component Systems | $15,082,652 | 314 | $17,450 |
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.