Providers › Other services
Service provider · Schedule C, plan year 2024
Wells Fargo Advisors Ins Agency LLC
Most often reported for other services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 35 retirement plans with 100 or more participants reported paying Wells Fargo Advisors Ins Agency LLC $5,000 or more. Those plans cover 16,186 participant records, and the service most often reported is other services.
Reported compensation from those plans, direct and indirect, totalled $983K. Per plan, the median was $59.06 per participant, with the middle half of plans between $38.37 and $109. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Kansas (3), North Carolina (3) and California (3).
In 2009 it appeared on 23 such filings; in 2024, 35. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $38.37 | $59.06 | $109 |
| Compensation as a share of plan net assets | 0.05% | 0.12% | 0.17% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Louis Dreyfus Retirement Savings Plan | Louis Dreyfus Company LLC | CT | 1,755 | $287M | $7,764 |
| Lower LLC 401(k) Retirement Plan | Lower, LLC000000000 | MD | 1,359 | $48.0M | $66K |
| Covert Auto Group 401(k) Plan | Covert Buick, Inc. | TX | 1,252 | $39.0M | $47K |
| Parker Jewish Institute Retirement Savings Plan | Parker Jewish Institute for Health Care and Rehabilitation | NY | 1,106 | $35.3M | $89K |
| Maniilaq Association 401(k) Safe Harbor Profit Sharing Plan | Maniilaq Association | AZ | 1,093 | $43.8M | $92K |
| Miltenyi Biotec North America, Inc. 401(k) Profit Sharing Plan | Miltenyi Biotec North America Inc. | MD | 1,057 | $121M | $143K |
| Southeastrans 401(k) Plan | Verida, Inc. | GA | 865 | $3.4M | $15K |
| Northland Dealers Investment Group, Inc. 401(k) Retirement Plan | Northland Dealers Investment Group, Inc. | MN | 807 | $25.9M | $8,282 |
| Megamex Foods, LLC 401(k) Plan | Megamex Foods LLC | CA | 702 | $22.5M | $32K |
| The Roberts Company 401(k) Retirement Plan | TRC Acquisition, LLC | NC | 491 | $13.4M | $29K |
| Euronet Worldwide, Inc. 401(k) Plan | Euronet Worldwide, Inc. | KS | 470 | $71.1M | $34K |
| Price Brothers Management Company 401(k) Plan | Price Brothers Management Company | KS | 425 | $11.9M | $19K |
| JTL Leasing FLP 401(k) Plan | JTL Leasing FLP | KS | 350 | $23.9M | $27K |
| Fresno Valves & Castings, Inc. 401(k) Profit Sharing Plan | Fresno Valves & Castings, Inc. | CA | 311 | $37.3M | $85K |
| The Apparel Group, Ltd. Employee Savings and Protection Plan | The Apparel Group, Ltd. | TX | 305 | $20.7M | $5,506 |
| Truvista 401(k) Retirement Plan | Truvista Communications, Inc. | SC | 299 | $30.8M | $16K |
| Bixal Solutions Inc. 401(k) Retirement Plan | Bixal Solutions Inc. | VA | 281 | $17.2M | $24K |
| Westminster Village, Inc. 401(k) Plan | Westminster Village, Inc. | IL | 269 | $6.4M | $4,922 |
| Link Restaurant Group, LLC 401(k) Plan | Link Restaurant Group LLC | LA | 264 | $4.9M | $12K |
| Phoenix Center Employee Retirement Plan | The Phoenix Center, Inc. | NJ | 231 | $17.2M | $28K |
| Arvco Container Corp. 401(k) Retirement Plan | Arvco Container Corporation | MI | 212 | $15.3M | $23K |
| Midwest Energy Incentive Savings Plan | Midwest Energy Cooperative | MI | 200 | $27.4M | $30K |
| Monteith Construction Corp. 401(k) Plan | Monteith Construction Corp. | NC | 194 | $7.7M | $13K |
| Grand River Rubber & Plastics Company 401(k) Retirement Plan | Grand River Rubber & Plastics Company | OH | 190 | $32.7M | $7,291 |
| MSRB 401(k) Retirement Plan | Municipal Securities Rulemaking Board | DC | 186 | $53.2M | $34K |
| The 401(k) Profit Sharing Plan for Employees of Margaret E. Moul Home | York County Cerebral Palsy Home, Inc. DBA Margaret E. Moul Home | PA | 180 | $8.7M | $10K |
| Sodastream USA Inc. 401 K Profit Sharing Plan Trust | Soda Stream USA | NJ | 179 | $10.0M | $0 |
| Selip & Stylianou, LLP 401(k) Savings Plan | Selip & Stylianou, LLP | NY | 169 | $7.1M | $1,384 |
| Cellular Technology Limited 401(k) Plan | Cellular Technology Limited | OH | 167 | $6.4M | $22K |
| The Keith Corporation 401(k) Plan | Keith & Keith, Ltd. | NC | 161 | $21.2M | $4,317 |
| Access VG LLC 401(k) Plan | Access VG LLC | UT | 139 | $13.1M | $5,592 |
| The Beverage Market, LLC 401(k) Retirement Savings Plan | The Beverage Market, LLC | KY | 137 | $6.7M | $20K |
| Retirement Plan for Employees of Continental Divide Electric Cooperative Inc. | Continental Divide Electric Cooperative, Inc. | NM | 133 | $22.6M | $0 |
| TRC Payroll, I, LLC 401(k) Plan | TRC Payroll, I, LLC | PA | 130 | $23.4M | $11K |
| Delafield Corporation 401(k) Profit Sharing Plan & Trust | Delafield Corporation | CA | 117 | $10.3M | $17K |
Questions and answers
How many plans does Wells Fargo Advisors Ins Agency LLC serve?
35 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Wells Fargo Advisors Ins Agency LLC?
The median plan reported $59.06 per participant in direct and indirect compensation (33 plans reporting an amount), or 0.12% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Other services (27 plans), Insurance agents and brokers (2 plans), Insurance services (2 plans) and Investment advisory (plan) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.