Wells Fargo Wealth Brokerage INS AG

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

Active participants

1,447

Total plan assets

$201.8M

Filings (rows)

Direct comp

Indirect comp

$343K

Showing only "WELLS FARGO WEALTH BROKERAGE INS AG"

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WELLS FARGO ADVISORS1,360 WELLS FARGO CLEARING SERVICES826 WELLS FARGO408 WELLS FARGO BANK N A170 WELLS FARGO ADVISORS INS AGENCY127 WELLS FARGO BANK127 WELLS FARGO ADVISORS FINANCIAL NETW118

SERVICES PROVIDED

Broker2

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Mizuho Orthopedic Systems, Inc. Mizuho OSI 401(k) Savings Plan · all filings	UNION CITY, CA	Broker	509	$78.0M	$0	$131K
Mizuho Orthopedic Systems, Inc. Mizuho OSI 401(k) Savings Plan · all filings	UNION CITY, CA	Broker	479	$67.9M	$0	$114K
Mizuho Orthopedic Systems, Inc. Mizuho OSI 401(k) Savings Plan · all filings	UNION CITY, CA	Advisor / Consultant	459	$55.9M	$0	$98K