401(k) Retirement Plan · Active
PUERTO RICO FINANCIAL RETIREMENT PLAN
WELLS FARGO & COMPANY·EIN 410449260
MAC N9310-110 · MINNEAPOLIS, MN 55415
Plan year
2024
Plan #
022
Industry
Filing ACK
202509101116…
Prospect flagsNo flags tripped
Summary metrics
Total assets (EOY)
$53.4M
$0 per participant
Active participants
1,539
0.0% participation
Participation rate
0.0%
0th percentile
Annual return
7.72%
100th percentile
Admin expense
0.00%
% of assets
Flag timeline
Issue history by plan year
Tripped years: 0Watched years: 0
2021
Clean
2022
Clean
2023
Clean
2024
Clean
CleanWatchedTripped (shade = count)
Section 02
How this plan compares
Peer groupIndustry55, Assets$50M-$100M, Participants<25, Snapshot2024
- Participant contribution$00th pctile
- Employer contribution$00th pctile
- Participation rate0.0%0th pctile
- Assets per participant$00th pctile
- Expense efficiency$00th pctile
- Annual return7.72%100th pctile
Overall peer rank
- Bottom quartile
- Mid
- Top quartile
Averaged across 6 normalized metrics within the selected peer group.
Fee trend
Fee trend vs peer
Less than 3 years of fee history available (0 on file)
Return trend
Section 03
10-year trajectory2021 - 2024
How plan year 2024 played out
Asset flow
+$1.03M
Start of year to end of year
Section 04
Asset composition
End-of-year allocation
Cash drag vs peers
Plan cash
0.5%
Peer average
0.5%
In line with peersPeer marker at 0.5%
Section 04
Service providers
Top 3 by compensation
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING, INC. Service code 11 | Actuarial | $254,611 |
BANCO POPULAR DE PUERTO RICO Service code 15 | Recordkeeping | $125,812 |
STATE STREET GLOBAL ADVISORS Service code 28 | Investment Management | $2,192 |
Section 05Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliancePension benefit codes1A1I3C3H
Section 05
Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliance
Pension benefit codes1A1I3C3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1IFrozen planAs of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
- 3CPlan not intended to be qualifiedA plan not intended to be qualified under Code sections 401 403 or 408.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Contributions
Employer total$0
Participant total$0
Employer / P$0
Participant / P$0
Expenses
Admin expenses$382,615
Per participant$0.00
% of assets0.72%
Fidelity bond
Coverage amount$100,000,000
% of assets187.27%
Section 06
Other plans under this sponsor
Same EIN ·410449260