Plans listing this provider
125
0.22% 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
- EIN 992539506
- Plan year 2024
- Direct compensation reported $1,574,662
Assets of those plans
$4,960,595,930
0.06% of all Schedule H plan assets
Plans where it is the recordkeeper
7
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,574,662
79% 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) | 97 |
| 99 | Other fees | 32 |
| 50 | Direct payment from the plan | 29 |
| 26 | Investment advisory (participants) | 10 |
| 15 | Recordkeeping and information management | 7 |
| 64 | Recordkeeping fees | 6 |
| 21 | Trustee (bank, trust company or similar) | 5 |
| 49 | Other services | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Musculoskeletal Partners, LLC 401(k) Plan | United Musculoskeletal Partners | $360,664,790 | 2,670 | $76,364 |
| Mccoy Group, Inc. 401(k) Profit Sharing Plan | Mccoy Group | $266,730,804 | 4,544 | $0 |
| Panoramic Health 401k Plan | USN Opco | $260,887,960 | 1,952 | $42,500 |
| Baker Companies 401(k) Plan | Baker Construction Enterprises | $180,590,983 | 1,823 | $9,812 |
| Brookline Bancorp 401(k) Plan | Brookline Bancorp | $168,735,553 | 1,326 | $62,653 |
| Atria Senior Living, Inc. 401(k) Plan | Atria Senior Living | $165,703,141 | 4,908 | $8,188 |
| Bolton & Menk, Inc. 401(k) Plan | Bolton & Menk | $155,295,133 | 1,164 | $0 |
| PBK Architects, Inc. 401(k) Profit Sharing Plan & Trust | PBK Architects | $121,029,458 | 331 | $101,786 |
| Premier Financial Corp. 401(k) Employee Savings Plan | Premier Financial | $100,025,074 | 1,037 | $5,102 |
| Altus Group 401(k) Plan | Altus Group U.S. | $96,798,496 | 1,021 | $41,485 |
| Advantech Corporation 401(k) Plan | Advantech | $86,548,438 | 619 | $12,500 |
| Emprise Group, Inc. 401(k) Plan | Emprise Group | $85,359,603 | 1,736 | $8,125 |
| Corvias Savings & Retirement Plan | Corvias Corporate Services | $77,879,840 | 1,174 | $12,860 |
| Rohrer Corporation Amended and Restated Profit Sharing Plan and Trust | Rohrer | $75,354,321 | 921 | $0 |
| Barton Solvents Retirement Plan | Barton Solvents | $64,558,341 | 288 | $0 |
| W.M. Jordan Company, Inc. Profit Sharing/401(k) Plan | W. M. Jordan | $63,994,689 | 361 | $9,993 |
| Milestone Technologies, Inc 401(k) Profit Sharing Plan | Milestone Technologies | $63,827,198 | 1,682 | $13,750 |
| People, Inc. 401(k) Profit Sharing Plan | People | $60,781,441 | 1,480 | $7,034 |
| Chronicle Books Retirement Plan | Chronicle Books | $60,661,601 | 375 | $15,000 |
| Arrowhead 401(k) Plan and Trust | Arrowhead Pharmaceuticals | $60,304,173 | 709 | $25,094 |
| Specialized Dental Partners 401(k) Plan | Specialized Dental Partners | $59,575,948 | 1,964 | $19,288 |
| J W Aluminum Company 401(k) Plan | J W Aluminum | $52,953,065 | 625 | $16,454 |
| Correct Craft Holding Company Retirement Plan | Correct Craft Holding | $49,755,083 | 1,626 | $19,836 |
| The Employees Retirement Savings Plan of the Besser Companiesrecordkeeper | Besser | $49,286,502 | 461 | $10,609 |
| Bigcommerce 401(k) Plan | Bigcommerce | $47,953,249 | 1,352 | $24,239 |
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.