Plan Snapshot
- Plan Sponsor: Wilshire Advisors LLC
- Sponsor EIN: 952755361
- Sponsor Address: 1299 OCEAN AVENUE, SUITE 600, SANTA MONICA, CA, 90401
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 449
- Total Assets: $91.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 449 | $91.5M | $0 | $0 |
| 2024 | 254 | $79.3M | $1.2M | $3.9M |
| 2023 | 237 | $67.5M | $938,459 | $3.1M |
| 2022 | 234 | $59.6M | $831,632 | $3.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $6,009 | — | $6,009 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,009
- Estimated Expense Ratio: 0.007% 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 |
|---|---|---|---|---|---|
| 2025 | $6,520,247 | — | — | — | — |
| 2024 | $5,862 | — | — | — | — |
| 2023 | $5,118 | — | — | — | — |
| 2022 | $4,750 | — | — | — | — |