Plans listing this provider
1,453
2.58% of the 56,420 plans with Schedule H financials; 1,530 in 2023
Providers › Wilshire Advisors LLC
Wilshire Advisors LLC
- Service provider, as named on Schedule C
- EIN 952755361
- Plan year 2024
- Direct compensation reported $1,501,301
Assets of those plans
$52,655,905,303
0.68% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,501,301
21% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 1,141 |
| 72 | Other investment fees and expenses | 1,119 |
| 26 | Investment advisory (participants) | 306 |
| 50 | Direct payment from the plan | 5 |
| 28 | Investment management | 4 |
| 16 | Consulting (general) | 3 |
| 51 | Investment management fees paid directly by plan | 3 |
| 52 | Investment management fees paid indirectly by plan | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Sanford Retirement Savings Plan | Sanford | $3,602,462,001 | 38,800 | $0 |
| Savings Plan for Employees of NTCA and Its Members | National Telecommunications Cooperative Association | $3,357,918,084 | 23,709 | $52,740 |
| Mattel, Inc. Personal Investment Plan | Mattel | $1,264,563,000 | 7,342 | $75,000 |
| Knife River Corporation 401(k) Retirement Plan | Knife River | $856,387,415 | 7,072 | $57,064 |
| UFP Industries, Inc. Employees' Profit Sharing and 401(k) Plan | UFP Industries | $784,743,022 | 15,940 | $0 |
| MDU Resources Group, Inc. 401(k) Retirement Plan | MDU Resources Group | $775,551,136 | 2,539 | $69,438 |
| Stagwell Global 401(k) Plan | Stagwell Global | $678,028,291 | 7,777 | $0 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $0 |
| The Daikin 401(k) Plan | Goodman Manufacturing | $635,259,210 | 12,428 | $0 |
| National Indemnity Company Employee Retirement and Savings Plan | National Indemnity | $600,103,014 | 3,942 | $0 |
| Casey's General Stores 401(k) Plan | Casey’s General Stores | $514,363,741 | 7,056 | $0 |
| Woodforest Financial Group, Inc. Employee Stock Ownership Plan | Woodforest Financial Group | $498,556,438 | 4,186 | $0 |
| Acce Benefit Trust Profit Sharing Plan | Acce Benefit Trust | $464,819,067 | 5,161 | $0 |
| The Davey 401ksop and ESOP | Davey Tree Expert | $448,407,983 | 5,149 | $0 |
| Taylor Fresh Foods, Inc. 401(k) Plan | Taylor Fresh Foods | $332,530,078 | 6,773 | $0 |
| Ryan Companies US, Inc. Retirement Plan | Ryan Companies US | $324,013,283 | 1,848 | $0 |
| Wilson, Elser, Moskowitz, Edelman & Dicker LLP 401(k) Savings Plan | Wilson Elser Moskowitz Edelman & Dicker | $307,228,141 | 2,274 | $0 |
| Patient First 401(k) Plan | Patient First | $286,286,305 | 4,859 | $0 |
| Good Samaritan Society 401(k) Plan | Evangelical Lutheran Good Samaritan Society | $278,292,791 | 12,902 | $0 |
| American Tire Distributors, Inc. Retirement Plan | American Tire Distributors | $274,438,393 | 5,550 | $52,317 |
| Centier Bank Associates' Stock Ownership and 401(k) Plan | Centier Bank | $264,398,042 | 1,165 | $0 |
| Cherry Bekaert Advisory LLC 401(k) Plan | Cherry Bekaert Advisory | $262,952,824 | 2,791 | $0 |
| Daktronics, Inc. 401(k) Plan | Daktronics | $262,560,689 | 2,035 | $0 |
| Franklin Electric Co., Inc. Retirement Program | Franklin Electric | $258,004,744 | 1,974 | $0 |
| Border States Electric Supply 401(k) Plan | Border States Industries | $253,980,411 | 3,979 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.