AUMdb

Wilshire Country Club 401(k) Profit Sharing Plan And Trust

Sponsored by Wilshire Country Club · EIN 951378850 · Plan #002

Total assets
$4.2M
Net assets
$4.2M
Active participants
59
With balances
72

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Usa Recordkeeping, Investment management, Sub-transfer agency fees $2,212