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CCC is closed on Monday, January 19th in observance of President's Day.



Scio School District

Wells Investment Securities

This Vendor Page has not been approved by Wells Investment Securities,
but the information provided should be useful to you.

Wells Investment Securities - General Status

Wells Investment Securities Landing Pages

Product and Fee Information

Click the link(s) below for information on Wells Investment Securities products:

Marketing Information

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

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.

 

Scio 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 Scio - Wells Investment Securities PLAN OR GROUP NUMBER: To Be Determined

Scio Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

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Wells Investment Securities has not provided a "contact us" link. 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 Scio 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Scio 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 .

403(b) Investment Options

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

Roth 403(b) Contribution Policy

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

Scio Vendor Information Page

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