Wells Fargo & Company 401(k) Plan
Sponsored by Wells Fargo & Company · EIN 410449260 · Plan #002
- Total assets
- $57.9B
- Net assets
- $57.9B
- Active participants
- 167,176
- With balances
- 247,396
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping, Participant loan processing, Direct payment from the plan | $6,345,223 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $3,406,684 |
| Qdro Consultants Co Llc | Consulting (general), Direct payment from the plan | $66,300 |
| Stifel, Nicolaus & Company, Inc. | Securities brokerage, Securities brokerage commissions | $0 |
| Lazard Asset Management | Investment management, Investment management fees (indirect) | $0 |
| T. Rowe Price Trust Company | Investment management, Soft dollars commissions | $0 |
| Comerica Bank & Trust, Na | Trustee (institutional), Investment management | $0 |