Plan Snapshot
- Plan Sponsor: Wells Fargo & Company
- Sponsor EIN: 410449260
- Sponsor Address: MAC N9310-110, MINNEAPOLIS, MN, 55415
- Plan Type: Health & Welfare
- Plan Number: 517
- Total Participants: 170,300
- Total Assets: $23.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 170,300 | $23.1M | $119.9M | $0 |
| 2023 | 178,407 | $31.5M | $134.0M | $0 |
| 2022 | 190,415 | $32.7M | $160.8M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,424,204 | — | — | — | — |
| 2023 | $481,308 | — | — | — | — |
| 2022 | $3,750 | — | — | — | $3,750 |