Providers › Trustee and custodial
Service provider · Schedule C, plan year 2024
Wells Fargo Bank, N.A.
Most often reported for trustee and custodial
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.
Wells Fargo Bank, N.A. is named as a service provider on the Schedule C of 49 retirement plans with 100 or more participants for plan year 2024, covering 530,121 participant records. Most often it is reported for trustee and custodial.
Reported compensation from those plans, direct and indirect, totalled $2.3M. Per plan, the median was $25.86 per participant, with the middle half of plans between $4.07 and $64.11. 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 Washington (10), California (7) and Pennsylvania (4).
In 2009 it appeared on 991 such filings; in 2024, 61 (down 94%). 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 | $4.07 | $25.86 | $64.11 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.08% |
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 |
|---|---|---|---|---|---|
| Pacific Coast Benefits Trust Fund | Board of Trustees, Pacific Coast Benefits Trust Fund | WA | 176,003 | $838M | $335K |
| Sound Variable Annuity Pension Trust | Board of Trustees, Sound Variable Annuity | WA | 102,120 | $140M | $14K |
| Liuna National (Industrial) Pension Fund | Board of Trustees of the Liuna National (Industrial) Pension Fund | DC | 62,697 | $1.51B | $109K |
| Elevator Constructors Annuity and 401(k) Retirement Plan | BD of Trustees of the Elev Constu Annuity and 401(k) Ret Plan | PA | 37,105 | $7.29B | $36K |
| International Brotherhood of Electrical Workers District No. 9 Pension Plan | Board of Trustees, International Brotherhood of | OR | 32,974 | $2.47B | $8,385 |
| California Iron Workers Field Defined Contribution Pension Trust Fund | Board of Trustees, California Iron Workers Field Defined Contribution | CA | 27,522 | $1.29B | $58K |
| Pension Plan of Local 464A | Pension Plan of Local 464A | NJ | 21,542 | $1.24B | $23K |
| Foot Locker Retirement Plan | Foot Locker, Inc. | NY | 9,887 | $359M | $625K |
| Building Service Pension Plan | Board of Trustees of Building Service Pension Plan Pension Trust | WA | 7,265 | $99.0M | $12K |
| Lumber Industry Pension Plan | Board of Trustees, Cic-Forest Products Retirement | WA | 6,160 | $255M | $27K |
| Cic-Toc Pension Plan | Board of Trustees, Cic-Forest Products Retirement | WA | 5,836 | $183M | $20K |
| Wa-Id Laborers Employers Pension Trust | Wa-Id Laborers Employers Pension Trust | WA | 4,292 | $209M | $11K |
| Dex Pension Plan | Thryv Holdings, Inc. | TX | 4,262 | $279M | $18K |
| I.A.T.S.E. Local 16 Pension Plan | I.A.T.S.E. Local 16 Pension Plan Trustees | CA | 3,877 | $283M | $15K |
| Cic Defined Contribution Retirement Plan | Board of Trustees, Cic-Forest Products Retirement TR | WA | 3,787 | $86.3M | $6,889 |
| Plumbers & Steamfitters Local 43 Pension Fund | Plumbers & Steamfitters Local 43 Pension Fund | TN | 1,831 | $150M | $7,446 |
| Bac Local No. 1 Washington Pension Trust | Bac Local No. 1 Washington Pension Trust | WA | 1,765 | $163M | $11K |
| Western Glaziers Retirement Plan | Board of Trustees, Western Glaziers Retirement Plan | WA | 1,757 | $414M | $8,101 |
| Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company | Northwest Natural Gas Company | OR | 1,640 | $287M | $58K |
| Legal & General America, Inc. Savings Plan | Legal & General America, Inc. | MD | 1,502 | $219M | $6,328 |
| Cement Masons Union Local 592 Pension Plan | Trustees of the Cement Masons Union Local 592 Pension Plan | PA | 1,390 | $139M | $40K |
| Firmenich Pension Plan | Firmenich Incorporated | NJ | 1,301 | $215M | $34K |
| Bakery Drivers & Salesmen Local 194 & Industry Pension Fund | Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund | NJ | 1,003 | $123M | $16K |
| The Doe Run Resources Corporation Retirement Plan | The Doe Run Resources Corporation | MO | 985 | $66.6M | $9,319 |
| Employer Local No. 375 Pension Plan | Employer Local 375 Pension Plan C/o Beacon Administrators & Consultant | NJ | 921 | $21.2M | $36K |
| Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan | Sharp Rees-Stealy Medical Group, Inc. | CA | 917 | $246M | $28K |
| Coats North America Pension Plan | Coats American, Inc. | NC | 805 | $97.9M | $88K |
| Trans-System, Inc. 401(k) Plan | Trans-System, Inc. | WA | 784 | $21.9M | $47K |
| Mto 401(k) Profit Sharing Plan | Munger, Tolles & Olson LLP | CA | 748 | $282M | $61K |
| Employers - Ila N.C. Ports Pension Plan | Trustees of Employers - Ila N.C. Ports Pension Plan | NC | 685 | $61.3M | $46K |
| Gchi Retirement Plan | Giant Cement Holding, Inc. | SC | 520 | $25.2M | $59K |
| White Mountain Apache Tribe Enterprise 401(k) Plan | White Mountain Apache Tribe | AZ | 490 | $4.4M | $2,560 |
| Mto Profit Sharing Plan | Munger, Tolles & Olson LLP | CA | 444 | $126M | $21K |
| Docker 401(k) Profit Sharing Plan | Docker, Inc. | CA | 442 | $14.2M | $33K |
| Greenville Plumbers & Pipefitters Pension Fund | Greenville Plumbers & Pipefitters Pension Fund | TX | 434 | $35.7M | $7,881 |
| Pension Plan for Employees of York Hospital | York Hospital | ME | 402 | $16.8M | $8,358 |
| Polydeck Screen Corporation 401(k) Plan | Polydeck Screen Corporation | SC | 399 | $24.4M | $54K |
| Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust | Baton Rouge Orthopaedic Clinic, LLC | LA | 399 | $82.7M | $26K |
| Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan | Sharp Rees-Stealy Medical Group, Inc. | CA | 396 | $307M | $44K |
| CSL Behring L.L.C. Union Pension Plan | CSL Behring LLC | PA | 388 | $36.8M | $18K |
Questions and answers
How many plans does Wells Fargo Bank, N.A. serve?
49 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 Bank, N.A.?
The median plan reported $25.86 per participant in direct and indirect compensation (49 plans reporting an amount), or 0.02% 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 Trustee (bank, trust company, or similar financial institution) (15 plans), Recordkeeping and information management (9 plans), Custodial (other than securities) (9 plans) and Investment management (8 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.