Filings through .
Wells Thomas, LLC
Matched across 5 name variants in the filings
Wells Thomas, LLC summary
Wells Thomas, LLC appears on 20 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $337M in assets for 5,878 participants. The median client plan holds $11.2M. Most client plans are sponsored in CT, FL and IL. The largest clients by plan assets are The S/L/a/M Collaborative, Inc., Rehabilitation Associates, Inc. and Griffin Faculty Practice Plan, Inc.. Plans reported $193K in direct and indirect compensation paid to Wells Thomas, LLC. The median is $6K per plan.
- Participants
- 5,878
- Median plan assets
- $11.2M
- Median plan participants
- 202
- Median fees per plan
- $6K
- Schedule C direct + indirect
Top 20 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| The S/L/a/M Collaborative, Inc. | CT | $82.8M | 388 |
| Rehabilitation Associates, Inc. | CT | $28.4M | 303 |
| Griffin Faculty Practice Plan, Inc. | CT | $26.1M | 158 |
| Lab Logistics, LLC | CT | $26.0M | 1,412 |
| Richard's Corporation | CT | $25.1M | 163 |
| Cersosimo Lumber Co., Inc. | VT | $22.4M | 298 |
| Arburg, Inc. | CT | $18.7M | 140 |
| Horton Electrical Services, LLC | CT | $16.4M | 151 |
| Bill Currie Ford, Inc. | FL | $14.9M | 324 |
| National Rural Letter Carriers' Association | VA | $11.9M | 467 |
| L.C. Doane Company | CT | $10.5M | 132 |
| Boys & Girls Village, Inc. | CT | $9.8M | 371 |
| Southwestern Connecticut Agency on Aging, Inc. | CT | $8.3M | 152 |
| Connecticut Foodshare Inc. | CT | $8.2M | 149 |
| Regional Hospice & Home Care of Western CT, Inc. Dba Regional Hospice | CT | $8.1M | 173 |
| CCK Automations, LLC | IL | $7.1M | 279 |
| Aeci Charter Schools Network | NY | $6.9M | 200 |
| Pomperaug Woods, Inc. | CT | $3.2M | 204 |
| Ices, Inc. | CT | $2.7M | 414 |
| Boston Sports and Shoulder Center, LLC | MA | $0 | 0 |
- CTParticipants 388
- CTParticipants 303
- CTParticipants 158
- Lab Logistics, LLC$26.0MCTParticipants 1,412
- Richard's Corporation$25.1MCTParticipants 163
- VTParticipants 298
- Arburg, Inc.$18.7MCTParticipants 140
- CTParticipants 151
- Bill Currie Ford, Inc.$14.9MFLParticipants 324
- VAParticipants 467
- L.C. Doane Company$10.5MCTParticipants 132
- CTParticipants 371
- CTParticipants 152
- CTParticipants 149
- CTParticipants 173
- CCK Automations, LLC$7.1MILParticipants 279
- NYParticipants 200
- CTParticipants 204
- Ices, Inc.$2.7MCTParticipants 414
- MAParticipants 0
Top client states
- CT14 plans
- FL1 plan
- IL1 plan
- MA1 plan
- NY1 plan
Frequently asked questions
- Who uses Wells Thomas, LLC?
- 20 retirement plans list Wells Thomas, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The S/L/a/M Collaborative, Inc., Rehabilitation Associates, Inc., Griffin Faculty Practice Plan, Inc., Lab Logistics, LLC and Richard's Corporation. Most client plans are sponsored in CT, FL and IL.
- How many plans does Wells Thomas, LLC serve?
- Wells Thomas, LLC serves 20 retirement plans with $337M in plan assets and 5,878 participants, based on the latest Form 5500 filings through 2024.
- What does Wells Thomas, LLC charge?
- Plans reported $193K in total Schedule C compensation paid to Wells Thomas, LLC. The median plan paid $6K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served20+4 YoYRank #837 of mapped providers
Assets under administration$337M0.0%Rank #6834 by share of filed assets
Fees received$193,237Median $6,262/planSum across Schedule C direct + indirect
Net wins YoY+22 won - 0 lostPlan-level switch detection
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