Plan Ledger DOL Form 5500 · updated monthly

Wilshire Country Club401(k)

WILSHIRE COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
1.01%

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

Wilshire Country Club reported $37,966 in plan administrative expenses for 2024: 1.01% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,193 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 0.63% to 1.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (7,315th of 9,483), and 981st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.14 for every $1.00 the employer contributed; active participation has shrunk from 75 to 59 since 2022.

Plan summary
Net assets, end of year$4,210,607
Participants with balances72
Active participants59
Employer contributions$129,397
Employee contributions$276,741
Employer contribution per active participant$2,193
Average account balance$58,481
Benefits paid to participants$160,772
Plan auditUnmodified (clean) audit opinion
AuditorHUTCHINSON AND BLOODGOOD
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 72 accts · $129K emplr
2023$3.3M · 109 accts · $163K emplr
2022$2.4M · 103 accts · $24K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,392
Investment management$11,128
Total administrative$37,966
The Wilshire Country Club 401(k) match · 2024
Employer contribution per active participant$2,193
Median for plans this size$1,313
2024$2,193 per active participant
2023$2,710 per active participant
2022$323 per active participant

Wilshire Country Club's 2024 employer contribution ran above the $1,313 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
JOHN HANCOCK USA · Recordkeeping · Investment management$2,212

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$37,966 · 1.01%
2023$28,424 · 1.01%
2022$15,122 · 0.63%
Similar plansArts, Entertainment & Recreation · California
The Reserve Club CA$4.4M · 0.13%
Walton Isaacson, LLC CA$4.3M · 0.82%
California Grand Casino CA$4.2M · 0.51%
O.A.R.S. Companies, Inc. CA$4.0M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951378850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.