Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Wellth Advisory Services LLC
Most often reported for investment advisory and management
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.
Wellth Advisory Services LLC is named as a service provider on the Schedule C of 195 retirement plans with 100 or more participants for plan year 2024, covering 165,265 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $3.1M. Per plan, the median was $27.93 per participant, with the middle half of plans between $14.48 and $51.33. 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 California (34), Iowa (17) and Illinois (15).
In 2023 it appeared on 5 such filings; in 2024, 195. 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 | $14.48 | $27.93 | $51.33 |
| Compensation as a share of plan net assets | 0.03% | 0.06% | 0.09% |
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 |
|---|---|---|---|---|---|
| Atria Senior Living, Inc. 401(k) Plan | Atria Senior Living, Inc. | KY | 10,489 | $166M | $8,188 |
| Baker Companies 401(k) Plan | Baker Construction Enterprises Inc. | OH | 8,004 | $181M | $9,812 |
| Hot Topic 401(k) Plan | Hot Topic, Inc. | CA | 6,168 | $41.9M | $12K |
| American Campus Communities Services, Inc. 401(k) Plan | American Campus Communities Services | TX | 5,213 | $65.7M | $15K |
| McCoy Group, Inc. 401(k) Profit Sharing Plan | McCoy Group, Inc. | IA | 4,747 | $267M | $28K |
| People, Inc. 401(k) Profit Sharing Plan | People, Inc. | NY | 4,389 | $60.8M | $7,034 |
| Rotech Healthcare Inc. 401(k) Savings Plan | Rotech Healthcare Inc. | FL | 3,919 | $74.7M | $13K |
| Keystone Employees' Retirement Plan | Keystone Consolidated Industries | IL | 3,438 | $369M | $10K |
| Aleron 401(k) Savings and Retirement Plan | Acara Solutions, Inc. | NY | 3,381 | $24.6M | $6,975 |
| Bridges Health 401(k) Plan | Amity Care LLC | OK | 3,107 | $32.3M | $23K |
| Wellthbuilder Pooled Employer Plan | Standard Retirement Services, Inc. | OR | 3,024 | $47.8M | $9,558 |
| Milford Regional Medical Center Partnership Plan | Milford Regional Medical Center | MA | 2,898 | $256M | $19K |
| Mathis Brothers 401(k) Plan | Mathis Bros. Oklahoma City, LLC | OK | 2,863 | $67.8M | $31K |
| United Musculoskeletal Partners, LLC 401(k) Plan | United Musculoskeletal Partners, LLC | GA | 2,860 | $361M | $77K |
| Milestone Technologies, Inc. 401(k) Profit Sharing Plan | Milestone Technologies, Inc. | CA | 2,674 | $63.8M | $14K |
| Specialized Dental Partners 401(k) Plan | Specialized Dental Partners, LLC | TN | 2,570 | $59.6M | $19K |
| Aspire Employees' Retirement Plan | Aspire of Western New York, Inc. | NY | 2,363 | $38.2M | $2,814 |
| Panoramic Health 401(k) Plan | Usn Opco, LLC | AZ | 2,105 | $261M | $43K |
| Alternate Solutions Healthcare System, Inc. 401(k) | Alternate Solutions Health Network, LLC | OH | 2,046 | $47.6M | $13K |
| Goodwill - Easter Seals MN 401(k) Plan | Goodwill - Easter Seals Minnesota | MN | 2,014 | $41.4M | $65K |
| Emprise Group, Inc. 401(k) Plan | Emprise Group, Inc. | MO | 1,849 | $85.4M | $8,125 |
| Correct Craft Holding Company Retirement Plan | Correct Craft Holding Company, LLC | FL | 1,730 | $49.7M | $20K |
| Childserve Employee Retirement Plan | Childserve Inc. | IA | 1,685 | $40.9M | $18K |
| NGP Management, LLC 401(k) Plan | NGP Management, LLC | MA | 1,603 | $21.1M | $6,250 |
| Bigcommerce 401(k) Plan | Bigcommerce, Inc. | TX | 1,431 | $48.0M | $24K |
| Peoplelink, LLC 401(k) Plan | Peoplelink, LLC | IN | 1,420 | $16.7M | $15K |
| Canisius University Retirement Plan for Faculty and Staff | Canisius University | NY | 1,402 | $249M | $53K |
| PBK Architects, Inc. 401(k) Profit Sharing Plan & Trust | PBK Architects, Inc. | TX | 1,391 | $121M | $102K |
| Brookline Bancorp 401(k) Plan | Brookline Bancorp, Inc. | MA | 1,351 | $169M | $63K |
| Beelman 401(k) Profit Sharing Plan and Trust | Beelman Truck Company | IL | 1,311 | $45.1M | $32K |
| Hero Dvo LLC 401(k) Profit Sharing Plan and Trust | Hero Dvo LLC | CO | 1,270 | $14.4M | $18K |
| Premier Financial Corp. 401(k) Employee Savings Plan | Premier Financial Corp. | OH | 1,251 | $100M | $5,102 |
| Bolton & Menk, Inc. 401(k) Plan | Bolton & Menk, Inc. | MN | 1,211 | $155M | $22K |
| The Window Nation 401(k) and Profit Sharing Plan | Window Nation LLC | MD | 1,196 | $15.5M | $10K |
| Corvias Savings & Retirement Plan | Corvias Corporate Services, LLC | RI | 1,190 | $77.9M | $13K |
| DPC Retirement Plan | Diversified Protection Corporation | SC | 1,113 | $9.9M | $13K |
| Bolton & Menk, Inc. Employee Stock Ownership Plan | Bolton & Menk, Inc. | MN | 1,087 | $77.7M | $10K |
| Altus Group 401(k) Plan | Altus Group U.S., Inc. | TX | 1,058 | $96.8M | $41K |
| Foley Family Wines 401(k) Plan | Foley Family Wines, Inc. | CA | 1,045 | $47.8M | $23K |
| Roechling Automotive USA LLP 401(k) Plan | Roechling Automotive USA LLP | SC | 1,043 | $20.4M | $17K |
Questions and answers
How many plans does Wellth Advisory Services LLC serve?
195 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 Wellth Advisory Services LLC?
The median plan reported $27.93 per participant in direct and indirect compensation (195 plans reporting an amount), or 0.06% 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 Investment advisory (plan) (160 plans), Investment advisory (participants) (13 plans), Recordkeeping and information management (6 plans) and Investment management (4 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.