Michael Wauters signed Wilshire Advisors LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wilshire Advisors LLC's EIN is 95-2755361.
Download the official 2024 Form 5500 (PDF) for Wilshire Advisors LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wilshire Advisors LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity Total Market Index | Mutual Funds | — | — | $19.2M | 24.2% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $10.0M | 12.6% | |
| T. Rowe Price T. Rowe Price New Horizons Fund | Other securities | — | — | $4.5M | 5.6% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $4.0M | 5.0% | |
| BTC LIFEPATH 2045 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2795992 / PN 001 | Common Collective Trust | — | — | $3.7M | 4.6% | |
| Fidelity Money Market Government Portfolio | Mutual Funds | — | — | $3.6M | 4.6% | |
| BTC LIFEPATH 2035 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2791065 / PN 001 | Common Collective Trust | — | — | $3.0M | 3.7% | |
| BTC LIFEPATH 2050 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2796042 / PN 001 | Common Collective Trust | — | — | $2.9M | 3.7% | |
| BTC LIFEPATH 2055 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2796084 / PN 001 | Common Collective Trust | — | — | $2.9M | 3.6% | |
| Fidelity International Index | Mutual Funds | — | — | $2.8M | 3.5% | |
| T. Rowe Price Small Cap Value Fund | Other securities | — | — | $2.8M | 3.5% | |
| BTC LIFEPATH 2040 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2795948 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.3% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $2.0M | 2.5% | |
| BTC LIFEPATH 2030 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2791033 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.2% | |
| BTC LIFEPATH 2060 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1967488 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.0% | |
| Fidelity Real Estate Investment Portfolio | Mutual Funds | — | — | $1.4M | 1.8% | |
| Vanguard Emerging Markets Select Stock Fund | Mutual Funds | — | — | $1.3M | 1.6% | |
| WLSHR MM RL ASSET 1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275320 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.5% | |
| Transamerica High Yield Bond R6 | Other securities | — | — | $1.0M | 1.3% | |
| Common Collective Trusts Blackrock Global Investors Blackrock Lifepath Retirement | Common Collective Trusts | — | — | $890K | 1.1% | |
| BTC LIFEPATH RET L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2796126 / PN 001 | Common Collective Trust | — | — | $890K | 1.1% | |
| Wilshire Multi-Manager US Large Cap Equity | Other securities | — | — | $837K | 1.1% | |
| WLSHR MM US LGCPEQ 1 GREAT GRAY TRUST COMPANY, N.A · EIN 38-7289847 / PN 001 | Common Collective Trust | — | — | $837K | 1.1% | |
| Wilshire Multi-Manager International Equity | Other securities | — | — | $676K | 0.9% | |
| WLSHR MM INTL EQ 1 GREAT GRAY TRUST COMPANY, N.A · EIN 38-7275323 / PN 001 | Common Collective Trust | — | — | $676K | 0.9% | |
| Wilshire Multi-Manager Diversified Credit | Other securities | — | — | $540K | 0.7% | |
| WLSHR MM DVRSD CRD 1 GREAT GRAY TRUST COMPANY, N.A · EIN 38-7275321 / PN 001 | Common Collective Trust | — | — | $540K | 0.7% | |
| WLSHR MM CR PL FI 1 GREAT GRAY TRUST COMPANY, N.A · EIN 38-7275322 / PN 001 | Common Collective Trust | — | — | $399K | 0.5% | |
| Wilshire Multi-Manager Core Plux Fixed Income | Other securities | — | — | $399K | 0.5% | |
| Harbor Funds Harbor Diversified International All Cap Fund | Mutual Funds | — | — | $386K | 0.5% | |
| Wilshire Multi-Manager US SMID Cap Equity | Other securities | — | — | $313K | 0.4% | |
| WLSHR MMUSSMIDCPEQ 1 GREAT GRAY TRUST COMPANY, N.A · EIN 38-7275320 / PN 001 | Common Collective Trust | — | — | $313K | 0.4% | |
| PIMCO Investments PIMCO Commodity Real Return Strategy Fund | Mutual Funds | — | — | $285K | 0.4% | |
| PGI INTL SM CAP EQ PRINCIPAL GLOBAL INVESTORS TRUST · EIN 81-3934776 / PN 001 | Common Collective Trust | — | — | $148K | 0.2% | |
| Wilshire Multi-Manager Long Duration Credit Fund | Other securities | — | — | $94K | 0.1% | |
| WLSHR MM L DUR CRD 1 GREAT GRAY TRUST COMPANY, N.A · EIN 38-7275348 / PN 001 | Common Collective Trust | — | — | $94K | 0.1% | |
| Participants' Vested Account Balances, Maturing January 2030 | Other securities | — | — | $30K | <0.1% | |
| WLSHR MM RL ASSET 1 GREAT GRAY TRUST COMPANY, N.A · EIN 38-7275319 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2025 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2790976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
