AUMdb

Wells Enterprises, Inc. 401(k) Plan

Sponsored by Wells Enterprises, Inc. · EIN 421080796 · Plan #002

Total assets
$446M
Net assets
$446M
Active participants
3,761
With balances
4,918

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Retirement Plan Srvcs Recordkeeping, Participant loan processing, Float revenue $422,811