Wells Investment Securities (aka: Wells Investment Securities) - General Status

Wells Investment Securities has not yet posted a company statement or 403(b) market status update here on the CCC website. Once they do, it will appear here.

Wells Investment Securities (aka: Wells Investment Securities) Web Homepage

Wells Investment Securities has NOT provided any link to its home office webpage. As soon as Wells Investment Securities provides a weblink, we'll post it here immediately.

Investment Fund Information

The following web links have been provided by Wells Investment Securities to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:

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403(b) Investment Options

Wells Investment Securities offers the following type of 403(b) investment option:

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Roth 403(b) Contribution Policy

Wells Investment Securities does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Wells Investment Securities are marketed using the following approaches:

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Helpful Employee Resources

Wells Investment Securities has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Wells Investment Securities provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Wells Investment Securities, please visit our General Wells Investment Securities Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

Wells Investment Securities (aka: Wells Investment Securities) - Culver Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

Wells Investment Securities Plan Number

When contacting Wells Investment Securities or its local contacts, have ready your Culver - Wells Investment Securities GROUP NUMBER: To Be Determined

Culver EIN

When contacting Wells Investment Securities or its local contacts, you may require the Culver EIN: 936000535

Culver Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Wells Investment Securities on Culver list of authorized vendors.

Request Additional Information from Wells Investment Securities

Wells Investment Securities has not provided us with any online contact methods. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Wells Investment Securities has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Culver 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Culver does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Wells Investment Securities does not require any monthly contribution amount .

Vendor Forms

Wells Investment Securities has not provided copies of or links to any Vendor Forms. Please contact Wells Investment Securities to request any forms you might need.

Culver Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Culver 403(b) Plan and much more on the Culver Information Page, available by clicking here.