How big is Wilshire Group Associates LLC's plan?

Wilshire Group Associates LLC's plan reported $6.5M in assets and 17 participants for 2024.

Original filing (PDF)20251014222953NAL0003671009001

Wilshire Group Associates LLC

Name: Wilshire Group Associates LLC — Wilshire Group, Form 5500 (2024)
Creator: Wilshire Group Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilshire Group Associates LLC 401(k) Plan

401(k) retirement plan · Wilshire Group Associates LLC's Wilshire Group Associates LLC 401(k) Plan held $6.5M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan identifiers

Wilshire Group Associates LLC's EIN is 20-1468759.

EIN 20-1468759

Plan number 001

Plan year 2024

ACK ID 20251014222953NAL0003671009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilshire Group Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilshire Group Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILSHIRE GROUP ASSOCIATES LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score