AUMdb

Wilshire Advisors Llc 401 K Employee Savings Plan

Sponsored by Wilshire Advisors Llc · EIN 952755361 · Plan #001

Total assets
$79.3M
Net assets
$79.3M
Active participants
254
With balances
437

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
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $5,102