WELLS FARGO/CAPITAL
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
3
Active participants
1,482
Total plan assets
$473.6M
Filings (rows)
3
Direct comp
$40K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MATSON, INC. RETIREMENT PLAN FOR EMPLOYEES OF MATSON | WALNUT CREEK, CA | Advisor / Consultant INVESTMENT MANAGER | 753 | $242.3M | $0 |
| MATSON, INC. RETIREMENT PLAN FOR EMPLOYEES OF MATSON | OAKLAND, CA | Advisor / Consultant INVESTMENT MANAGER | 729 | $231.3M | $20K |
| MATSON, INC. MATSON RETIREMENT AND PENSION TRUST | WALNUT CREEK, CA | Advisor / Consultant AINVESTMENT MANAGER | — | $0 | $20K |