Plan Ledger DOL Form 5500 · updated monthly

Wilshire Health and Community Services, Inc.403(b)

WILSHIRE HEALTH AND COMMUNITY SERVICES 403(B) RETIREMENT PLAN · SAN LUIS OBISPO, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

Wilshire Health and Community Services, Inc. reported $6,366 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. 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 0.06% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,954th of 9,483), and 6,358th of 11,911 in health care & social assistance. active participation has shrunk from 171 to 137 since 2022.

Plan summary
Net assets, end of year$8,222,484
Participants with balances139
Active participants137
Employer contributions—
Employee contributions$573,556
Employer contribution per active participant—
Average account balance$59,155
Benefits paid to participants$1,029,905
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$8.2M · 139 accts
2023$7.8M · 162 accts · $144K emplr
2022$6.9M · 162 accts · $142K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,366
Total administrative$6,366
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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$6,366
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan) · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025Not separately reported
2024$6,366 · 0.08%
2023$4,447 · 0.06%
2022$4,620 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · California
Brightline Inc. CA$8.3M · 1.10%
The Cedars of Marin CA$8.2M · 0.15%
Youth for Change CA$8.2M · 0.09%
Aldea Inc. CA$8.1M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 952374185 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.