· 2022–2024 · DOL EFAST2
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WELLS FARGO ADVISORRS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
179
Total plan assets
$24.4M
Filings (rows)
1
Direct comp
$27K
Indirect comp
$0
Other variants under "WELLS FARGO"
WELLS FARGO ADVISORS
1,359
WELLS FARGO CLEARING SERVICES
824
WELLS FARGO
408
WELLS FARGO BANK N A
166
WELLS FARGO ADVISORS INS AGENCY
127
WELLS FARGO BANK
127
WELLS FARGO ADVISORS FINANCIAL NETW
117
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
PERCONTEE, INC.
PERCONTEE, INC./CHANTILLY CRUSHED STONE, INC. PROFIT SHARING PLAN
SILVER SPRING, MD
Advisor / Consultant
179
$24.4M
$27K
$0
WELLS FARGO ADVISORS FIN NETWORK
108
WELLS FARGO ADVISORS FIN NETWORK LL
77
WELLS FARGO BANK NA
69
WELLS FARGO FUNDS TRUST
50
WELLS FARGO CLEARING SVCS WF ADVS
47
WELLS FARGO ADVISORS FINANCIAL
31
WELLS FARGO FUNDS
20
WELLS FARGO SECURITIES
17
WELLS FARGO N A
16
WELLS FARGO CLEARING SRVS
10
WELLS FARGO ADVISORS PCG
10
WELLS FARGO NA
7
WELLS FARGO BANK MINNESOTA NA
7
WELLS FARGO &
6
WELLS FARGO ADVISORS FIN NET
5
WELLS FARGO ADVISORS FINANCIAL ADVI
5
WELLS FARGO FINANCIAL ADVISORS
5
WELLS FARGO ADVISORS FIN
5
WELLS FARGO ADVISOR
4
WELLS FARGO FINANCIAL NETWORK
4
WELLS FARGO ADVISORS FINET
4
WELLS FARGO FUNDS MANAGEMENT
4
WELLS FARGO CLEARING SVCS
4
WELLS FARGO ASSET MANAGEMENT
4
WELLS FARGO ADVISORS FINANCIAL NET
3
WELLS FARGO COMMUNITY BANKING
3
WELLS FARGO CLEARING SVCES WF ADVS
3
WELLS FARGO FUND MANAGEMENT
3
WELLS FARGO WEALTH BROKERAGE
3
WELLS FARGO FIRST CLEARING
3
WELLS FARGO/CAPITAL
3
WELLS FARGO ADVISORS FIN BILLING
3
WELLS FARGO ADVSRS INS AGY
3
WELLS FARGO NATIONAL ASSOCIATION
3
WELLS FARGO CLEARING SRVS PCG
3
WELLS FARGO WEALTH BROKERAGE INS AG
3
WELLS FARGO ADVISORS FINAN
3
WELLS FARGO ADVISORS FIN NET FINET
2
WELLS FARGO CLEARING SERVCIES
2
WELLS FARGOWACHOVIA
2
WELLS FARGO CLEARNING SERVICES
2
WELLS FARGO INST RETIREMENT & TRUST
2
WELLS FARGO BANK & TRUST OPERATIONS
2
WELLS FARGO ADVISORRS — Form 5500 Service Provider Profile | Form 5500 Search
