Plan Snapshot
- Plan Sponsor: Wilshire Country Club
- Sponsor EIN: 951378850
- Sponsor Address: 301 NORTH ROSSMORE AVENUE, LOS ANGELES, CA, 90004
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 59 | $4.2M | $129,397 | $276,741 |
| 2023 | 60 | $3.3M | $162,571 | $302,569 |
| 2022 | 75 | $2.4M | $24,235 | $201,543 |
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 |
|---|---|---|---|---|
| HUTCHINSON AND BLOODGOOD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUTCHINSON AND BLOODGOOD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $37,966 | $11,128 | $24,392 | — | — |
| 2023 | $28,424 | $8,151 | — | — | — |
| 2022 | $15,122 | $2,871 | $11,951 | — | — |