Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 22 in 2023
Providers › Wespac Plan Services, LLC
Wespac Plan Services, LLC
- Service provider, as named on Schedule C
- EIN 262824865
- Plan year 2024
- Direct compensation reported $429,576
Assets of those plans
$401,077,996
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
14
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$429,576
95% 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 |
|---|---|---|
| 64 | Recordkeeping fees | 13 |
| 37 | Participant loan processing | 13 |
| 15 | Recordkeeping and information management | 13 |
| 13 | Contract administrator | 13 |
| 65 | Account maintenance fees | 10 |
| 50 | Direct payment from the plan | 4 |
| 27 | Investment advisory (plan) | 3 |
| 26 | Investment advisory (participants) | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Falck USA, Inc. 401(k) Planrecordkeeper | Falck USA | $82,192,020 | 1,919 | $129,974 |
| ES3 401(k) Planrecordkeeper | ES3 | $74,159,606 | 274 | $9,587 |
| Ventura Orthopedics Medical Group, Inc. 401(k) Profit Sharing Planrecordkeeper | Ventura Orthopedics Medical Group | $35,699,223 | 302 | $7,130 |
| Matterport, Inc. 401(k) Plan | Matterport | $32,323,143 | 383 | $3,000 |
| E & B Natural Resources Management Corp. 401(k) Planrecordkeeper | E & B Natural Resources Management | $21,284,827 | 237 | $39,434 |
| Ravenswood Family Health Center 403(b) Planrecordkeeper | South County Community Health Center Inc. DBA | $20,283,129 | 220 | $10,639 |
| Arizona Community Surgeons, PC Retirement Plan | Arizona Community Surgeons | $19,806,452 | 188 | $40,000 |
| LTA Research 401(k) Planrecordkeeper | LTA Research and Exploration | $17,002,864 | 207 | $18,231 |
| Groundspeak, Inc. 401k Planrecordkeeper | Groundspeak | $16,941,581 | 127 | $20,753 |
| Urology Nevada, Ltd. 401(k) Profit Sharing Planrecordkeeper | Urology Nevada | $16,036,437 | 191 | $24,455 |
| Valmetal 401k Planrecordkeeper | Valmetal Tulare | $13,119,845 | 125 | $30,919 |
| Lin Engineering, Inc. & Applied Motion Products, Inc. 401(k) Profit Sharing Planrecordkeeper | Lin Engineering | $9,937,883 | 124 | $19,410 |
| Legacy Builders 401(k) Planrecordkeeper | Legacy Builders | $9,587,603 | 158 | $10,181 |
| Provident Electric 401(k) Planrecordkeeper | Provident Electric | $8,583,804 | 419 | $3,608 |
| Premier Parks, LLC 401(k) Planrecordkeeper | Premier Parks | $8,308,076 | 215 | not reported |
| The Envoy Group LLC 401(k) Plan | Envoy Group | $6,013,747 | 87 | $32,556 |
| Crumbl Enterprises, LLC 401(k) Plan | Crumbl Enterprises | $5,005,864 | 203 | $2,295 |
| International School of Denver, Inc. 401(k) Planrecordkeeper | International School of Denver | $4,791,892 | 177 | $27,404 |
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.