WILLSHIRE ASSOCIATES
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
25
Active participants
3,593
Total plan assets
$256.8M
Filings (rows)
25
Direct comp
$13K
Indirect comp
$16K
Aggregating 2 name variants under "WILLSHIRE ASSOCIATES"
SERVICES PROVIDED
Advisor / Consultant22
Other3
Top plans served
All 25 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| OPEN SYSTEMS INTERNATIONAL, INC. OPEN SYSTEMS INTERNATIONAL 401(K) PLAN | BEDFORD, MA | Advisor / Consultant INVESTMENT ADVISORY | 765 | $74.6M | $0 |
| WESTERN MESQUITE MINES, INC. EQUINOX GOLD CORP US OPS 401K PLAN | BRAWLEY, CA | Advisor / Consultant INVESTMENT ADVISOR | 350 | $32.0M | $0 |
| HATFIELD AND COMPANY, INC. HATFIELD AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | ROCKWALL, TX | Advisor / Consultant RIA | 141 | $19.4M | $0 |
| HATFIELD AND COMPANY, INC. HATFIELD AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | ROCKWALL, TX | Advisor / Consultant RIA | 118 | $16.4M | $0 |
| HATFIELD AND COMPANY, INC. HATFIELD AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | ROCKWALL, TX | Advisor / Consultant RIA | 120 | $15.9M | $0 |
| STANDLEY SYSTEMS, LLC STANDLEY SYSTEMS, LLC PROFIT SHARING 401(K) PLAN | CHICKASHA, OK | Advisor / Consultant RIA | 171 | $9.5M | $2K |
| PEMBINA COUNTY MEMORIAL HOSPITAL ASSOCIATION PEMBINA COUNTY MEMORIAL HOSPITAL ASSOCIATION SAFE HARBOR 401(K) PROFIT SHARING PLAN | CAVALIER, ND | Advisor / Consultant INVESTMENT ADVISOR | 138 | $9.2M | $2K |
| VINTAGE PARTS, INC. VINTAGE PARTS, INC. EMPLOYEE SAVINGS PLAN | LITTLE CHUTE, WI | Advisor / Consultant INVESTMENT ADVISOR | 86 | $9.0M | $0 |
| PEMBINA COUNTY MEMORIAL HOSPITAL ASSOCIATION PEMBINA COUNTY MEMORIAL HOSPITAL ASSOCIATION SAFE HARBOR 401(K) PROFIT SHARING PLAN | CAVALIER, ND | Advisor / Consultant INVESTMENT ADVISOR | 141 | $8.9M | $2K |
| HAWAIIAN SUN PRODUCTS, INC. HAWAIIAN SUN PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | HONOLULU, HI | Advisor / Consultant INVESTMENT ADVISORY | 77 | $8.5M | $0 |
| STANDLEY SYSTEMS, LLC STANDLEY SYSTEMS, LLC PROFIT SHARING 401(K) PLAN | CHICKASHA, OK | Advisor / Consultant RIA | 137 | $8.3M | $1K |
| VINTAGE PARTS, INC. VINTAGE PARTS, INC. EMPLOYEE SAVINGS PLAN | LITTLE CHUTE, WI | Advisor / Consultant INVESTMENT ADVISOR | 87 | $7.6M | $0 |
| HIGH POWER TECHNICAL SERVICES, INC. HIGH POWER TECHNICAL SERVICES, INC. RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Advisor / Consultant RIA | 106 | $6.7M | $1K |
| STANDLEY SYSTEMS, LLC STANDLEY SYSTEMS, LLC PROFIT SHARING/401(K) PLAN | CHICKASHA, OK | Advisor / Consultant RIA | 143 | $6.7M | $1K |
| HIGH POWER TECHNICAL SERVICES, INC. HIGH POWER TECHNICAL SERVICES, INC. RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Advisor / Consultant RIA | 124 | $5.9M | $1K |
| ROTTER'S INC. DBA TOYOTA OF OLYMPIA TOYOTA OF OLYMPIA RETIREMENT PLAN | TUMWATER, WA | Advisor / Consultant INVESTMENT ADVISORY | 133 | $5.2M | $0 |
| HIGH POWER TECHNICAL SERVICES, INC. HIGH POWER TECHNICAL SERVICES, INC. RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Advisor / Consultant RIA | 133 | $5.1M | $966 |
| ROTTER'S INC. DBA TOYOTA OF OLYMPIA TOYOTA OF OLYMPIA RETIREMENT PLAN | TUMWATER, WA | Advisor / Consultant INVESTMENT ADVISORY | 132 | $3.9M | $0 |
| PARK LAWN SCHOOL & ACTIVITY CENTER RETIREMENT PLAN PARK LAWN SCHOOL & ACTIVITY CENTER RETIREMENT PLAN | OAK LAWN, IL | Advisor / Consultant INVESTMENT ADVISORY | 200 | $2.3M | $0 |
| OLD HICKORY SMOKEHOUSE, LLC OLD HICKORY SMOKEHOUSE, LLC 401(K) PLAN | LEWISBURG, TN | Other SERVICE PROVIDER | 117 | $1.6M | $319 |
| GRATO HOLDINGS, INC. GRATO HOLDINGS, INC. 401(K) PLAN | WOODBINE, IA | Advisor / Consultant INVESTMENT ADVISORY | 106 | $247K | $42 |
| KEENE BUILDING PRODUCTS COMPANY, INC. KEENE BUILDING PRODUCTS COMPANY, INC. 401(K) PROFIT SHARING PLAN | CLEVELAND, OH | Other INVESTMENT ADVICE | 0 | $0 | $394 |
| PETPEOPLE ENTERPRISES, LLC PETPEOPLE ENTERPRISES, LLC 401(K) RETIREMENT PLAN | WORTHINGTON, OH | Advisor / Consultant ADVISORY | 0 | $0 | $1K |
| OLD HICKORY SMOKEHOUSE, LLC OLD HICKORY SMOKEHOUSE, LLC 401(K) PLAN | LEWISBURG, TN | Other SERVICE PROVIDER | 0 | $0 | $138 |
| COMING ATTRACTIONS THEATRES, INC. COMING ATTRACTIONS EMPLOYEE SAVINGS PLAN | ASHLAND, OR | Advisor / Consultant INVESTMENT ADVISORY | 68 | — | $0 |