Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Wespac Advisors, LLC
Wespac Advisors, LLC
- Service provider, as named on Schedule C
- EIN 262824668
- Plan year 2024
- Direct compensation reported $451,184
Assets of those plans
$360,223,771
0.00% 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
$451,184
87% 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) | 11 |
| 26 | Investment advisory (participants) | 10 |
| 28 | Investment management | 7 |
| 15 | Recordkeeping and information management | 3 |
| 37 | Participant loan processing | 3 |
| 64 | Recordkeeping fees | 3 |
| 13 | Contract administrator | 2 |
| 50 | Direct payment from the plan | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Falck USA, Inc. 401(k) Plan | Falck USA | $82,192,020 | 1,919 | $52,233 |
| C3.AI, Inc. 401(k) Plan | C3.ai | $60,106,001 | 833 | $25,000 |
| Ventura Orthopedics Medical Group, Inc. 401(k) Profit Sharing Plan | Ventura Orthopedics Medical Group | $35,699,223 | 302 | $50,724 |
| Matterport, Inc. 401(k) Planrecordkeeper | Matterport | $32,323,143 | 383 | $55,782 |
| E & B Natural Resources Management Corp. 401(k) Plan | E & B Natural Resources Management | $21,284,827 | 237 | $56,099 |
| Ravenswood Family Health Center 403(b) Plan | South County Community Health Center Inc. DBA | $20,283,129 | 220 | $0 |
| Arizona Community Surgeons, PC Retirement Planrecordkeeper | Arizona Community Surgeons | $19,806,452 | 188 | $30,482 |
| Groundspeak, Inc. 401k Plan | Groundspeak | $16,941,581 | 127 | $34,091 |
| Urology Nevada, Ltd. 401(k) Profit Sharing Plan | Urology Nevada | $16,036,437 | 191 | $22,865 |
| Valmetal 401k Plan | Valmetal Tulare | $13,119,845 | 125 | $27,855 |
| Lin Engineering, Inc. & Applied Motion Products, Inc. 401(k) Profit Sharing Plan | Lin Engineering | $9,937,883 | 124 | $22,626 |
| Legacy Builders 401(k) Plan | Legacy Builders | $9,587,603 | 158 | $25,196 |
| Provident Electric 401(k) Plan | Provident Electric | $8,583,804 | 419 | $33,474 |
| Premier Parks, LLC 401(k) Plan | Premier Parks | $8,308,076 | 215 | not reported |
| The Envoy Group LLC 401(k) Planrecordkeeper | Envoy Group | $6,013,747 | 87 | $14,757 |
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.