Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Wilshire Advisors LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Wilshire Advisors LLC is named as a service provider on the Schedule C of 1,664 retirement plans with 100 or more participants for plan year 2024, covering 1,187,749 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $5.2M. Per plan, the median was $7.76 per participant, with the middle half of plans between $3.74 and $15.06. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (131), New York (125) and Texas (104).
In 2009 it appeared on 73 such filings; in 2024, 1,670 (up 2188%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $3.74 | $7.76 | $15.06 |
| Compensation as a share of plan net assets | 0.02% | 0.02% | 0.04% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Freedom Care 401(k) Plan | Freedom Care LLC | NY | 59,785 | $23.4M | $0 |
| Sanford Retirement Savings Plan | Sanford | ND | 40,431 | $3.60B | $0 |
| Casey's General Stores 401(k) Plan | Casey's General Stores Inc. | IA | 38,025 | $514M | $0 |
| Savings Plan for Employees of Ntca and Its Members | National Telecommunications Cooperative Association | VA | 30,106 | $3.36B | $53K |
| Ufp Industries, Inc. Employees' Profit Sharing and 401(k) Plan | Ufp Industries, Inc. | MI | 16,703 | $785M | $0 |
| Retirement&security Program for Employees of Ntca and Its Members | National Telecommunications Cooperative Association | VA | 15,848 | $2.52B | $143K |
| Taylor Fresh Foods, Inc. 401(k) Plan | Taylor Fresh Foods, Inc. | CA | 14,578 | $333M | $0 |
| Good Samaritan Society 401(k) Plan | The Evangelical Lutheran Good Samaritan Society | SD | 13,771 | $278M | $0 |
| The Daikin 401(k) Plan | Daikin Comfort Technologies Manufacturing, L.P. | TX | 13,048 | $635M | $0 |
| Variety Wholesalers, Inc. Retirement Savings 401(k) Plan | Variety Wholesalers, Inc. | NC | 10,521 | $31.2M | $0 |
| Stagwell Global 401(k) Plan | Stagwell Global LLC | DC | 9,342 | $678M | $0 |
| The Davey 401KSOP and ESOP | The Davey Tree Expert Company | OH | 9,150 | $448M | $0 |
| Deluxe Corporation 401(k) Plan | Deluxe Corporation | MN | 8,627 | $1.45B | $255K |
| Team Staffing, LLC 401(k) Retirement Plan | Team Staffing, LLC | LA | 7,726 | $7.2M | $3,110 |
| Mattel, Inc. Personal Investment Plan | Mattel, Inc. | CA | 7,416 | $1.26B | $75K |
| Knife River Corporation 401(k) Retirement Plan | Knife River Corporation | ND | 7,242 | $856M | $57K |
| MMR Group, Inc. Profit Sharing Plan | MMR Group, Inc. | LA | 7,130 | $85.0M | $0 |
| Owens Corning Merged Retirement Plan | Owens Corning | OH | 6,192 | $336M | $173K |
| American Tire Distributors, Inc. Retirement Plan | American Tire Distributors, Inc. | NC | 5,761 | $274M | $52K |
| Acce Benefit Trust Profit Sharing Plan | Acce Benefit Trust | VA | 5,374 | $465M | $0 |
| Agere Systems Pension Plan | Lsi Corporation | PA | 5,181 | $909M | $1.1M |
| Woodforest Financial Group Employee Stock Ownership Plan | Woodforest Financial Group, Inc. | TX | 5,059 | $499M | $0 |
| Patient First 401(k) Plan | Patient First Corporation | VA | 5,053 | $286M | $0 |
| Town Pump, Et Al 401(k) Plan | Town Pump, Et Al | MT | 4,909 | $90.4M | $0 |
| Parade Enterprises LLC, 401(k) Plan | Parade Enterprises, LLC | NJ | 4,620 | $566K | $0 |
| Hancock Whitney Corporation Pension Plan | Hancock Whitney Corporation | MS | 4,526 | $735M | $214K |
| M.B.R. Management DBA Dominos 401(k) Plan | M.B.R. Management DBA Dominos | MO | 4,442 | $6.4M | $0 |
| Vallarta Supermarkets 401(k) Plan | Daniel Food Enterprises, Inc. | CA | 4,272 | $8.8M | $0 |
| Savings Plan of the Newtron Group, L.L.C. and Subsidiaries | The Newtron Group, L.L.C. | LA | 4,270 | $118M | $0 |
| Border States Electric Supply 401(k) Plan | Border States Industries, Inc. | ND | 4,244 | $254M | $0 |
| Premier Home Health Care Services, Inc. 401(k) Plan | Premier Home Health Care Services, Inc. | NY | 4,232 | $5.9M | $0 |
| Coworx Staffing Services 401(k) Plan | Coworx Staffing Services LLC | NJ | 4,212 | $10.8M | $0 |
| Soho House LLC 401(k) Plan | Soho House, LLC | IL | 4,185 | $15.4M | $0 |
| Zirkle Fruit Company 401(k) Profit Sharing Plan | Zirkle Fruit Company | WA | 4,169 | $81.2M | $0 |
| HG 401(k) Plan | Hankey Investment Company LP | CA | 4,160 | $108M | $0 |
| Westmont Hospitality Group 401(k) Plan | Westmont Hospitality Management, LLC | TX | 4,072 | $53.8M | $0 |
| National Indemnity Company Employee Retirement and Savings Plan | National Indemnity Company | NE | 4,035 | $600M | $0 |
| Acadian Ambulance Service, Inc. Profit Sharing 401(k) Plan | Acadian Ambulance Service, Inc. | LA | 3,957 | $183M | $0 |
| Dynamic Human Resources, Inc. 401(k) Plan | Dynamic Human Resources, Inc. | MI | 3,858 | $69.3M | $12K |
| Superior Air-Ground Ambulance Service, Inc. Profit Sharing 401(k) Plan | Superior Air-Ground Ambulance Service, Inc. | IL | 3,652 | $68.1M | $0 |
Questions and answers
How many plans does Wilshire Advisors LLC serve?
1,664 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Wilshire Advisors LLC?
The median plan reported $7.76 per participant in direct and indirect compensation (421 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (1,287 plans), Investment advisory (participants) (319 plans), Named fiduciary (60 plans) and Investment management (23 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.