Wells Fargo Advisors Financial — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wells Fargo Advisors Financial is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $201,626 and reported indirect compensation totals $90,313.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$291.9KDirect + indirect, across loaded filings$291,939
Plans served9
Plan sponsors9
Filings9
Direct vs. indirect compensation
Direct compensation$201.6K
Indirect compensation$90.3K

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation22%Oncology Nursing Society
Top state share of plans22%CA
Plan sponsors served9
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Wells Fargo Advisors Financial. Bars show relative scale.

  1. 1
    PA · 1 plan(s)
  2. 2
    Sbcs$50.3K
    CA · 1 plan(s)
  3. 3
    NY · 1 plan(s)
  4. 4
  5. 5
    MN · 1 plan(s)
  6. 6
    TX · 1 plan(s)
  7. 7
    OH · 1 plan(s)
  8. 8
    SD · 1 plan(s)
  9. 9
    CA · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Wells Fargo Advisors Financial are sponsored, by plan count.

  1. 1
    CA2 plan(s)
  2. 2
    PA2 plan(s)
  3. 3
    NY1 plan(s)
  4. 4
    SD1 plan(s)
  5. 5
    TX1 plan(s)
  6. 6
    OH1 plan(s)
  7. 7
    MN1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Oncology Nursing SocietyOncology Nursing Society 401(K) Retirement Plan2023$64,337not reported in the loaded dataset
SbcsSbcs 403(B) Plan2023$0$50,250
Easter Unlimited , Inc.Rey Profit Sharing Plan And Trust2023$48,540$0
A Cubed Corporation Dba Concast Metal Products CompanyA Cubed Corporation Dba Concast Metal Products Company 401(K) Retirement Plan2023not reported in the loaded dataset$40,063
Abc Bus Companies, Inc.Abc Bus Companies, Inc. Employees' Retirement Plan2023$39,873$0
Tekton Research, Inc.Tekton Research Inc 401k Plan2023$15,394not reported in the loaded dataset
Keene Management, Inc.Keene, Inc. 401(K) Plan2023$12,273not reported in the loaded dataset
Dakota Provisions, LLCDakota Provisions, LLC 401(K) Plan2023$12,138$0
South Tahoe Refuse Co., Inc.South Tahoe Group Pension Plan2023$9,071not reported in the loaded dataset

Related Form 5500 pages