# Wedbush Securities INC. 401(k) Plan
Source: https://planprovider.pro/companies/wedbush-securities-inc-401k-plan

> Wedbush Securities INC.'s 401(k) plan: 782 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wedbush Securities INC.

- **Sponsor EIN:** 952495390

- **Sponsor Address:** 1000 WILSHIRE BOULEVARD, FLOOR 9, LOS ANGELES, CA, 90017

- **Plan Type:** 401(k)

- **Total Participants:** 782

- **Total Assets:** $182.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|782|$182.1M|$6.4M|$9.5M|

| 2023|821|$151.8M|$5.4M|$8.9M|

| 2022|806|$121.9M|$4.9M|$7.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$46,838|—|$46,838|

| HEDMAN PARTNERS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [HEDMAN PARTNERS LLP](https://planprovider.pro/provider/hedman-partners-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,838

- **Estimated Expense Ratio:** 0.026% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$49,474|$26,042|—|—|—|

| 2023|$39,438|$16,748|—|—|—|

| 2022|$36,414|$2,053|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wedbush-securities-inc-401k-plan)

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