What does Form 5500 Schedule C report about Wells Fargo Advisors Financial Netw?

Public Form 5500 Schedule C filings report compensation paid to Wells Fargo Advisors Financial Netw as a plan service provider. Across loaded filings, total reported compensation is $1,153,076.

How many plans report Wells Fargo Advisors Financial Netw as a service provider?

Wells Fargo Advisors Financial Netw appears on 33 loaded plan(s) across 31 sponsor(s).

Wells Fargo Advisors Financial Netw — 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 Netw is reported as a service provider on 33 loaded Form 5500 filing(s) across 31 plan sponsor(s) and 33 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $445,545 and reported indirect compensation totals $707,531.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$1.2MDirect + indirect, across loaded filings$1,153,076

Plans served33

Plan sponsors31

Filings33

Direct vs. indirect compensation

Direct compensation$445.5K

Indirect compensation$707.5K

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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 compensation13%Mmr Group, Inc.

Top state share of plans15%AZ

Plan sponsors served31

By reported compensation

Top plan sponsors by reported compensation

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

1
Mmr Group, Inc.$149K
LA · 1 plan(s)
2
Hershey Creamery Company$117.1K
PA · 2 plan(s)
3
Stg International, Inc.$97.6K
VA · 1 plan(s)
4
Doxim, Inc.$68.2K
IN · 1 plan(s)
5
North Valley Endodontics P.A.$67K
AZ · 2 plan(s)
6
Lane-Valente Industries, Inc.$52.6K
NY · 1 plan(s)
7
Majesco$50K
NJ · 1 plan(s)
8
Guest Services, Inc.$47.4K
VA · 1 plan(s)
9
Yam Management, LLC$45K
AZ · 1 plan(s)
10
Richmond Eye & Ear Healthcare Alliance, Inc.$42.6K
VA · 1 plan(s)

Geographic reach

State footprint

Where Wells Fargo Advisors Financial Netw appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

1
AZ4 plan(s)
2
NY3 plan(s)
3
CA3 plan(s)
4
IN3 plan(s)
5
VA3 plan(s)
6
UT2 plan(s)
7
MI2 plan(s)
8
PA2 plan(s)
9
OH1 plan(s)
10
OK1 plan(s)
11
RI1 plan(s)
12
MO1 plan(s)

Geographic reach

City footprint

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

1
Indianapolis, IN3 plan(s)
2
Scottsdale, AZ3 plan(s)
3
New York, NY2 plan(s)
4
Salt Lake City, UT2 plan(s)
5
Harrisburg, PA2 plan(s)
6
Aurora, CO1 plan(s)
7
Santa Monica, CA1 plan(s)
8
Tempe, AZ1 plan(s)
9
San Diego, CA1 plan(s)
10
Tinley Park, IL1 plan(s)