Filings through .
Wespac Plan Services, LLC
Matched across 7 name variants in the filings
Wespac Plan Services, LLC summary
Wespac Plan Services, LLC appears on 19 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $500M in assets for 8,858 participants. The median client plan holds $14.9M. Most client plans are sponsored in CA, NV and WA. The largest clients by plan assets are Falck USA, Inc., ES3 and C3.AI, Inc.. Plans reported $1.0M in direct and indirect compensation paid to Wespac Plan Services, LLC. The median is $55K per plan.
- Participants
- 8,858
- Median plan assets
- $14.9M
- Median plan participants
- 284
- Median fees per plan
- $55K
- Schedule C direct + indirect
Top 19 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Falck USA, Inc. | CA | $97.8M | 3,607 |
| ES3 | CA | $86.8M | 301 |
| C3.AI, Inc. | CA | $78.8M | 1,232 |
| Ventura Orthopedics Medical Group, Inc. | CA | $41.4M | 342 |
| South County Community Health Center, Inc. Dba | CA | $25.2M | 414 |
| E & B Natural Resources Management Corp. | CA | $23.1M | 303 |
| Lta Research and Exploration LLC | CA | $22.2M | 339 |
| Urology Nevada, Ltd., plan 002 | NV | $21.5M | 284 |
| Groundspeak, Inc. | WA | $20.6M | 126 |
| Arizona Community Surgeons, PC | AZ | $14.9M | 116 |
| Valmetal Tulare, Inc. | CA | $13.1M | 166 |
| Legacy Builders, Inc. | CA | $12.1M | 196 |
| Provident Electric, Inc. | WA | $11.7M | 452 |
| Lin Engineering, Inc. | CA | $11.1M | 175 |
| Crumbl Enterprises, LLC | UT | $9.1M | 356 |
| Urology Nevada, Ltd., plan 003 | NV | $6.3M | 228 |
| International School of Denver, Inc. | CO | $4.8M | 221 |
| Matterport, Inc. | CA | $0 | 0 |
| Close Demeter, LLC | CA | $0 | 0 |
- Falck USA, Inc.$97.8MCAParticipants 3,607
- ES3$86.8MCAParticipants 301
- C3.AI, Inc.$78.8MCAParticipants 1,232
- CAParticipants 342
- CAParticipants 414
- CAParticipants 303
- CAParticipants 339
- NVParticipants 284
- Groundspeak, Inc.$20.6MWAParticipants 126
- AZParticipants 116
- Valmetal Tulare, Inc.$13.1MCAParticipants 166
- Legacy Builders, Inc.$12.1MCAParticipants 196
- Provident Electric, Inc.$11.7MWAParticipants 452
- Lin Engineering, Inc.$11.1MCAParticipants 175
- UTParticipants 356
- NVParticipants 228
- COParticipants 221
- CAParticipants 0
- CAParticipants 0
Top client states
- CA12 plans
- NV2 plans
- WA2 plans
- AZ1 plan
- CO1 plan
Frequently asked questions
- Who uses Wespac Plan Services, LLC?
- 19 retirement plans list Wespac Plan Services, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Falck USA, Inc., ES3, C3.AI, Inc., Ventura Orthopedics Medical Group, Inc. and South County Community Health Center, Inc. Dba. Most client plans are sponsored in CA, NV and WA.
- How many plans does Wespac Plan Services, LLC serve?
- Wespac Plan Services, LLC serves 19 retirement plans with $500M in plan assets and 8,858 participants, based on the latest Form 5500 filings through 2024.
- What does Wespac Plan Services, LLC charge?
- Plans reported $1.0M in total Schedule C compensation paid to Wespac Plan Services, LLC. The median plan paid $55K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Wespac Plan Services as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Capital Group | 12 |
| Charles Schwab | 11 |
| JPMorgan | 8 |
| Vanguard | 6 |
| Janus Henderson | 5 |
Target-date series
| Series | Plans |
|---|---|
| American Funds Target Date | 11 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.