Wells Capital Management
advisor28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11-6 YoYRank #1468 of mapped providers
Assets under administration$25.4B0.0%Market share · rank #584
Fees received$3MMedian $46,810/planSum across Schedule C direct + indirect
Net wins YoY-60 won · 6 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Wells Capital Management plan look like?
Service mix · median fees per plan
Count of plans where Wells Capital Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Securities brokerage commissions and feesCode 28 | 9 | $50,795 | |
Investment advisory (plan)Code 27 | 2 | $15,666 |
Competitor overlap
Percent of Wells Capital Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Wells Capital Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Wells Capital Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001 | Kayne Anderson Capital Advisors, LP | $2.9B |
PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUSTIA · 426086687-001 | Lincoln Financial | $293M |
PLUMBERS AND PIPEFITTERS LOCAL 520 PENSION PLANMI · 236489357-001 | Kang Haggerty & Fetbroyt LLC | $252M |
TRANSIT MANAGEMENT OF SOUTHEAST LOUISIANA, INC.LA · 720956036-001 | Mariner Institutional | $181M |
TEAMSTERS LOCAL 830 PENSION PLANPA · 231990755-001 | SAMUEL J. KENISH | $169M |
BOARD OF TRUSTEES OF LOCAL 816 LABOR AND MANAGEMENT PENSION TRUST FUNDNY · 131869789-001 | Allspring Global Investments | $116M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $1M | 10y | 1 |
COX ENTERPRISES, INC.GA · 581035149-001 | $7.1B | 51,142 | $1M | 7y | - |
PHILLIPS 66 COMPANYTX · 371652702-001 | $2.2B | 15,952 | $0 | 6y | - |
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | $2.0B | 18,016 | $46,810 | 8y | - |
SAFEWAY INC.CA · 943019135-001 | $1.2B | 19,865 | $235,473 | 9y | - |
SHAWS SUPERMARKETS INCID · 041123420-002 | $230M | 7,531 | $50,795 | 4y | - |
CONAGRA BRANDS, INC.NE · 470248710-004 | $195M | 4,486 | $102,694 | 10y | - |
AMPEX CORPORATIONCT · 133667696-009 | $109M | 1,238 | $40,077 | 2y | - |
BANNER HEALTHAZ · 450233470-001 | $33M | 915 | $21,983 | 8y | - |
DMB SPORTS CLUBS LIMITED PARTNERSHIPAZ · 860661323-001 | $19M | 345 | $20,000 | 4y | 1 |
Flag exposure
81.8%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (28)
Raw Schedule C names collapsed into Wells Capital Management.
- KMS FINANICAL SERVICES, INC.
- KMTSJ, INC.
- KN&T STAFFING RESOURCES
- KNAG HAGGERTY & FEYROT, LLC
- KNALL / COHEN / PENCE GROUP
- KNAPP
- WELLS ALL CAP
- WELLS CAPITAL
- WELLS CAPITAL (ALL SPRINGS)
- WELLS CAPITAL MANAGEMENT
- WELLS CAPITAL MANAGEMENT INC
- WELLS CAPITAL MANAGEMENT INC.
- WELLS CAPITAL MANAGEMENT INCOR
- WELLS CAPITAL MANAGEMENT INCORPO
- WELLS CAPITAL MANAGEMENT INCORPORAT
- WELLS CAPITAL MANAGEMENT LLC
- WELLS CAPITAL MANAGEMENT, INC
- WELLS CAPITAL MANAGEMENT, INC.
- WELLS CAPITAL MANAGEMENT, LLC
- WELLS CAPITAL MANAGFEMENT
- WELLS CAPITAL MANAGMENT
- WELLS CAPITAL MANANGEMENT
- WELLS CAPITAL MGMT
- WELLS CAPITAL MGMT INC
- WELLS CAPITIAL MANAGEMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Wells Capital Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 9.09% | 1.71% | +7.38 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 18.18% | 1.76% | +16.42 pp |
| Loss discovered | 1 | 9.09% | 0.00% | +9.09 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Wells Capital Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Wells Capital Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Dechert LLP | 1 | 9.1% |
| Faegre Drinker Biddle & Reath LLP | 1 | 9.1% |
| Kirkland & Ellis LLP | 1 | 9.1% |
| O'Donoghue & O'Donoghue LLP | 1 | 9.1% |
| Patterson Belknap Webb & Tyler LLP | 1 | 9.1% |
| THE PREVIANT LAW FIRM S.C. | 1 | 9.1% |
| Proskauer Rose LLP | 1 | 9.1% |
| Reinhart Boerner Van Deuren S.C. | 1 | 9.1% |
| Schulte Roth & Zabel LLP | 1 | 9.1% |
| Seyfarth Shaw LLP | 1 | 9.1% |