Plan Ledger DOL Form 5500 · updated monthly

Wilshire Advisors LLC401(k)

WILSHIRE ADVISORS LLC 401K EMPLOYEE SAVINGS PLAN · SANTA MONICA, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Wilshire Advisors LLC reported $5,862 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,789 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.007% to 0.008%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,204th-largest of 9,483 plans among California employers on file, and the 1,191st of 4,798 in finance & insurance. In 2024, employees put in $3.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$79,273,783
Participants with balances437
Active participants254
Employer contributions$1,216,389
Employee contributions$3,899,526
Employer contribution per active participant$4,789
Average account balance$181,405
Benefits paid to participants$5,638,276
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON & JANKS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$79.3M · 437 accts · $1.2M emplr
2023$67.5M · 421 accts · $938K emplr
2022$59.6M · 410 accts · $832K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,002
Total administrative$5,862
The Wilshire Advisors LLC 401(k) match · 2024
Employer contribution per active participant$4,789
Median for plans this size$3,635
2024$4,789 per active participant
2023$3,960 per active participant
2022$3,554 per active participant

Wilshire Advisors LLC's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$5,862 · 0.01%
2023$5,118 · 0.01%
2022$4,750 · 0.01%
Same employer
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Oportun, Inc. CA$83.4M · 0.18%
Tri-Counties Bank CA$83.1M · 0.24%
Wideorbit LLC CA$81.4M
Doubleline Group LP CA$79.0M · 0.00%
Technology Credit Union CA$77.5M · 0.02%
Confie Holding II Co. CA$77.1M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952755361 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.