Original filing (PDF)20230111101546NAL0025227618001

WESTERN INSTITUTE FOR SOCIAL RESEARCH

Name: WESTERN INSTITUTE FOR SOCIAL RESEARCH — WISR'S 403B PLAN, Form 5500 (2022)
Creator: WESTERN INSTITUTE FOR SOCIAL RESEARCH

Form 5500-SF

FILING_RECEIVED

WISR'S 403B PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN INSTITUTE FOR SOCIAL RESEARCH.

Plan sponsor

Name

WESTERN INSTITUTE FOR SOCIAL RESEARCH

DBA

WISR

EIN

51-0143399

Address

1812 SAN PEDRO AVE · BERKELEY, CA · 947071909

Phone

(510) 655-2830

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-01-11

Pension benefit codes

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

BETTER LIFE BEHAVIORAL SERVICES OF CENTRAL FLORIDA

BETTER LIFE BEHAVIORAL SERVICES OF CENTRAL FLORIDA LLC 401(K) P/S PLAN

ZENANI GROUP, LLC DBA RELIANT GROUP

ZENANI GROUP, LLC DBA RELIANT GROUP 401(K) PLAN

$0 · 1 participants

PEOPLE WHO CARE

PEOPLE WHO CARE401(K) P/S PLAN

BALANCE HOMES, INC.

BALANCE HOMES, INC. 401(K) PLAN

PURPLE MOON AGENCY LLC

PURPLE MOON AGENCY LLC 401(K) SPIN OFF PLAN