# Wells Fargo & Company DB Plan
Source: https://planprovider.pro/companies/wells-fargo-company-plan-001

> Wells Fargo & Company's DB plan: 40,642 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wells Fargo & Company

- **Sponsor EIN:** 410449260

- **Sponsor Address:** MAC N9310-110, MINNEAPOLIS, MN, 55415

- **Plan Type:** DB

- **Total Participants:** 40,642

- **Total Assets:** $8.3B

## 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|40,642|$8.3B|$0|$0|

| 2023|46,875|$8.8B|$0|$0|

| 2022|53,528|$8.8B|$0|$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|

| TOWERS WATSON DELAWARE INC|NONE|$7,924,362|—|$7,924,362|

| NISA INVESTMENT ADVISORS, LLC|NONE|$2,054,937|—|$2,054,937|

| BLUE OWL GPSC ADVISORS LLC|NONE|$2,053,101|—|$2,053,101|

| DELAWARE CHARTER GUARANTEE & TRUST|NONE|$1,665,410|—|$1,665,410|

| PGIM FIXED INCOME|NONE|$1,313,451|—|$1,313,451|

| PINEBRIDGE INVESTMENTS LLC|NONE|$1,023,306|—|$1,023,306|

| FIAM LLC|NONE|$917,982|—|$917,982|

| DODGE & COX|NONE|$911,613|—|$911,613|

| DOUBLELINE CAPITAL LP|NONE|$892,505|—|$892,505|

| GLOBAL INFRASTRUCTURE PARTNERS|NONE|$770,635|—|$770,635|

| T. ROWE PRICE ASSOCIATES, INC|NONE|$706,455|—|$706,455|

| ACADIAN ASSET MGMT LLC|NONE|$461,903|—|$461,903|

| MFS HERITAGE TRUST COMPANY|NONE|$431,765|—|$431,765|

| MONDRIAN INVESTMENT PARTNERS, LTD|NONE|$426,341|—|$426,341|

| CAPITAL INTERNATIONAL, INC.|NONE|$362,130|—|$362,130|

| LSV ASSET MANAGEMENT|NONE|$313,780|—|$313,780|

| NEPC - LLC|NONE|$267,792|—|$267,792|

| UNITED HEALTH CARE|NONE|$227,354|—|$227,354|

| CROWE LLP|NONE|$212,000|—|$212,000|

| BROWN ADVISORY LLC|NONE|$192,860|—|$192,860|

| LOOMIS, SAYLES & CO.|NONE|$179,085|—|$179,085|

| COOKE & BIELER, LP|NONE|$171,008|—|$171,008|

| ARTISAN PARTNERS LP|NONE|$137,686|—|$137,686|

| GSI CAPITAL ADVISORS, LLC|NONE|$131,529|—|$131,529|

| PEREGRINE CAPITAL MGMT, LLC|NONE|$121,800|—|$121,800|

| JP MORGAN INVESTMENT MGMT INC.|NONE|$94,931|—|$94,931|

| WASATCH GLOBAL INVESTORS|NONE|$87,301|—|$87,301|

| LORD, ABBETT & CO. LLC|NONE|$87,091|—|$87,091|

| ALTERITY GROUP LLC|NONE|$82,500|—|$82,500|

| Z CAPITAL SPECIAL SITUATIONS II|NONE|$75,276|—|$75,276|

| BANK OF NEW YORK|NONE|$56,595|—|$56,595|

| EXPRESS SCRIPTS|NONE|$53,669|—|$53,669|

| BANK OF NEW YORK MELLON|NONE|$51,876|—|$51,876|

| MILL ROAD CAPITAL MANAGEMENT LLC|NONE|$16,476|—|$16,476|

| STATE ST GLOBAL ADV TRST CO|NONE|$13,982|—|$13,982|

| DELTA DENTAL|NONE|$12,508|—|$12,508|

| WESTVIEW CAPITAL MGMT LLC|NONE|$7,977|—|$7,977|

| JEFFREY S POLINCHOCK, CPA|NONE|$5,750|—|$5,750|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TOWERS WATSON DELAWARE INC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [DELAWARE CHARTER GUARANTEE & TRUST](https://planprovider.pro/provider/principal-financial-group-inc) — NONE

- [PGIM FIXED INCOME](https://planprovider.pro/provider/alight-solutions) — NONE

- [NEPC - LLC](https://planprovider.pro/provider/milliman) — NONE

- [JP MORGAN INVESTMENT MGMT INC.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $24,516,722

- **Estimated Expense Ratio:** 0.296% of plan assets

### 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|$42,815,971|$12,889,015|$293,535|$212,000|—|

| 2023|$43,975,326|$13,008,186|$338,482|$80,000|—|

| 2022|$42,095,101|$14,302,816|$8,849,239|—|$372,302|

## Similar Plans

- [Bremer Financial Corporation](https://planprovider.pro/companies/bremer-financial-corporation-plan-003) — 1,225 participants

- [Stearns Financial Services, INC.](https://planprovider.pro/companies/stearns-financial-services-inc-plan-001) — 472 participants

- [Merchants Financial Group, INC.](https://planprovider.pro/companies/merchants-financial-group-inc-401k-plan) — 419 participants

- [Wells Fargo & Company](https://planprovider.pro/companies/wells-fargo-company-401k-plan) — 167,176 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wells-fargo-company-plan-001)

© 2026 PlanProvider.Pro