Wells Fargo & Company 401(k) Plan

Wealthminder's Take

Wells Fargo & Company 401(k) Plan at Wells Fargo & Company in the Management of Companies and Enterprises industry has 15 investment options, and a total of $36,594,946,551.00 in assets. With 366,375 participants, the Wells Fargo & Company 401(k) Plan has an average balance per participant of $99,883.85.

Plan Ratings
Compared to other Management of Companies and Enterprises plans
Wealthminder Rating
3
56
Your Plan
91

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
49
Company Match Level
52
Employee Participation Rate
50
Employee Contribution Level
68
Average Balance Size
77
Wells Fargo & Company Details
Address
Mac A0109-080333 Market St, 8th Floor
San Francisco, CA 94105
Telephone
415-894-2911
Total Assets
$36,594,946,551.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
366,375
Plan Investment Options
Name
Sponsor
Current Value
S&p 500 Index Fund
State Street Global Advisors
$2,867,983,668.00
Midcap Index Fund
State Street Global Advisors
$1,602,940,018.00
U.s. Aggregate Bond Index Fund
State Street Global Advisors
$972,533,818.00
Nasdaq 100 Index Fund
State Street Global Advisors
$958,976,966.00
Russell Small Cap Index Fund
State Street Global Advisors
$913,150,733.00
Equity Income Fund
T. Rowe Price Trust Company
$732,503,179.00
Mfs Large Cap Value Fund
Mfs Heritage Trust Company
$725,466,492.00
Emerging Markets Index Fund
Lazard
$629,762,848.00
Blue Chip Growth Fund
T. Rowe Price Trust Company
$605,495,825.00
Los Angeles Large Cap Growth Fund
Los Angeles Capital
$587,749,581.00
International Index Fund
State Street Global Advisors
$374,278,465.00
Wf/causeway International Value Fd
Causeway Capital Management
$330,724,563.00
Small Cap Value Fund
Advisory Research, Inc.
$213,859,602.00
Small Cap Value Fund
Wellington Trust Company
$212,806,822.00
Small Cap Growth Fund
Wellington Trust Company
$211,121,169.00
Service Providers
  • Wellington Trust Company
  • T. Rowe Price Trust Company
  • Advisory Research, Inc
  • Pacific Investment Management Co.
  • Lazard Asset Management
  • Causeway Capital Management
  • Dodge & Cox Funds
  • Capital Research And Management Co.
  • Harbor Capital Advisors, Inc.
  • Sei Trust Company
  • Mfs Heritage Trust Company
  • State Street Global Advisors
  • Galliard Capital Management
  • Wells Fargo Funds Management Llc
  • Delaware Management Company
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