Service Provider
WILSHIRE ASSOCIATES INCORPORATED
32 companies • 32 plans • 61 filings • Latest year 2025
Company Profile • 95-2755361Service providerConsultingEducation servicesInvestment managementOther servicesService code 49Service code 51Service code 72Service code 99Third-party administration
Total Direct Compensation
$291,022
0.00% of tracked asset basis
Tracked Asset Basis
$40,839,507,787
Companies
32
Companies
| Company | EIN | Filings | Plans | Latest Year | Direct Compensation | Fee % | Asset Basis |
|---|---|---|---|---|---|---|---|
| Stp Nuclear Operating Company | 76-0517597 | 1 | 1 | 2024 | $206,700 | 0.05% | $394,566,014 |
| Bank of America Corporation | 56-0906609 | 2 | 1 | 2024 | $77,625 | 0.00% | $38,127,486,527 |
| XCEL ENERGY INC. RETIREMENT BENEFIT PROGRAMS | 41-0448030 | 1 | 1 | 2022 | $6,697 | 0.00% | $1,517,377,777 |
| Durham City Transit Company | 26-0846505 | 1 | 1 | 2025 | - | - | $1,076,928 |
| Four Winds Health LLC | 45-1273930 | 1 | 1 | 2025 | - | - | $7,913,404 |
| Hospice of Hope Inc | 61-1145339 | 1 | 1 | 2025 | - | - | $6,323,899 |
| Ainsworth Game Technology Inc. | 86-1131097 | 1 | 1 | 2024 | - | - | $13,427,297 |
| Bacon County Health Services Inc. | 58-2224545 | 1 | 1 | 2024 | - | - | $10,712,275 |
| Carolina Community Actions Inc. | 57-0475466 | 2 | 1 | 2024 | - | - | $12,200,510 |
| Heartland Healthcare Providers Inc. | 47-3209859 | 4 | 1 | 2024 | - | - | $12,403,078 |
| Hewson & Van Hellemont PC. | 38-2964195 | 1 | 1 | 2024 | - | - | $12,933,577 |
| Intercambio Express Inc. | 35-2081064 | 2 | 1 | 2024 | - | - | $5,987,145 |
| Iowa Beverage Systems Inc. | 42-1315877 | 1 | 1 | 2024 | - | - | $19,732,096 |
| Williams Bros. Health Care Pharmacy | 35-1818445 | 1 | 1 | 2024 | - | - | $19,650,440 |
| Eyas Landing Inc. | 01-0899304 | 1 | 1 | 2023 | - | - | $2,672,233 |
| Cambro Construction Inc. | 85-0288378 | 1 | 1 | 2021 | - | - | $3,394,010 |
| Rochling Advent Tool & Mold LP | 45-5284944 | 6 | 1 | 2021 | - | - | $98,999,673 |
| Sagitec Solutions LLC | 20-0970684 | 7 | 1 | 2021 | - | - | $166,379,125 |
| Ivinson Memorial Hospital | 30-0975387 | 1 | 1 | 2020 | - | - | $43,502,768 |
| MID-States Distributing LLC | 46-4553010 | 1 | 1 | 2020 | - | - | $8,072,906 |
| Roechling Engineered Plastics | 56-1572226 | 4 | 1 | 2020 | - | - | $52,537,902 |
| Roechling Glastic Composites | 26-1715912 | 3 | 1 | 2020 | - | - | $31,527,808 |
| Tak Communications Ca | 82-2593213 | 1 | 1 | 2020 | - | - | $1,353,340 |
| J and B Importers Inc. | 59-1378517 | 7 | 1 | 2019 | - | - | $190,430,288 |
| Bodeans Baking Holding Company LLC | 36-4380555 | 2 | 1 | 2017 | - | - | $12,009,453 |
| Town Sports International, LLC | 20-5047365 | 1 | 1 | 2017 | - | - | $28,663,900 |
| Rex Three Inc | 59-0859951 | 1 | 1 | 2016 | - | - | $5,536,671 |
| Spi Acquisition LLC | 41-1924018 | 1 | 1 | 2016 | - | - | $10,211,267 |
| Chalk Mountain Services of Texas LLC | 20-5470208 | 1 | 1 | 2014 | - | - | $976,086 |
| Grunley Construction Co. Inc. | 52-1577562 | 1 | 1 | 2014 | - | - | $15,650,811 |
| Ke Mckays Markets of Coos Bay Inc. | 93-0496274 | 1 | 1 | 2013 | - | - | $3,759,379 |
| MID Valley Nut Company Inc. | 77-0064752 | 1 | 1 | 2013 | - | - | $2,039,210 |
Filings
| Year | Company | Plan | Roles | Services | Direct Compensation | Fee % | Asset Basis | Filing |
|---|---|---|---|---|---|---|---|---|
| 2025 | Hospice of Hope Inc | The Section 403(B) Plan for Hospice of Hope Inc. | Service provider | Investment management • Service code 72 | - | - | $6,323,899 | View filing |
| 2025 | Durham City Transit Company | Durham City Transit Company Union 401(K) Plan | Service provider | Investment management • Service code 72 | - | - | $1,076,928 | View filing |
| 2025 | Four Winds Health LLC | Four Winds Health Retirement Plan | Service provider | Investment management • Service code 72 | - | - | $7,913,404 | View filing |
| 2024 | Stp Nuclear Operating Company | Stp Nuclear Operating Company Retirement Plan | Service provider | Investment management | $206,700 | 0.05% | $394,566,014 | View filing |
| 2024 | Bank of America Corporation | The Bank of America Pension Plan | Service provider | Consulting • Other services | $37,125 | 0.00% | $19,115,226,245 | View filing |
| 2024 | Iowa Beverage Systems Inc. | Iowa Beverage Systems Inc. Employees' Profit Sharing and 401(K) Plan | Service provider | Investment management • Service code 72 | - | - | $19,732,096 | View filing |
| 2024 | Ainsworth Game Technology Inc. | Ainsworth Game Technology Inc. Retirement Plan & Trust | Service provider | Investment management • Service code 72 | - | - | $13,427,297 | View filing |
| 2024 | Hewson & Van Hellemont PC. | Hewson & Van Hellemont PC. 401(K) Profit Sharing Plan | Service provider | Investment management • Service code 49 • Service code 72 • Service code 99 | - | - | $12,933,577 | View filing |
| 2024 | Intercambio Express Inc. | Intercambio Express Inc. Retirement Plan | Service provider | Service code 72 • Third-party administration | - | - | $3,198,609 | View filing |
| 2024 | Bacon County Health Services Inc. | Bacon County Hospital Tax Sheltered Annuity Plan | Service provider | Investment management • Service code 72 | - | - | $10,712,275 | View filing |
| 2024 | Williams Bros. Health Care Pharmacy | Williams Bros. Healthcare Pharmacy Inc. 401(K) Plan | Service provider | Investment management • Service code 72 | - | - | $19,650,440 | View filing |
| 2024 | Carolina Community Actions Inc. | Carolina Community Actions Inc. 403(B) Plan | Service provider | Investment management • Service code 72 | - | - | $6,043,950 | View filing |
| 2024 | Heartland Healthcare Providers Inc. | Heartland Healthcare Providers 401(K) Savings Plan | Service provider | Investment management • Service code 72 | - | - | $3,432,607 | View filing |
| 2023 | Bank of America Corporation | The Bank of America Pension Plan | Service provider | Consulting • Other services | $40,500 | 0.00% | $19,012,260,283 | View filing |
| 2023 | Eyas Landing Inc. | Eyas Landing Inc. 401(K) Plan | Service provider | Investment management • Service code 72 | - | - | $2,672,233 | View filing |
| 2023 | Intercambio Express Inc. | Intercambio Express Inc. Retirement Plan | Service provider | Investment management • Service code 72 • Third-party administration | - | - | $2,788,536 | View filing |
| 2023 | Heartland Healthcare Providers Inc. | Heartland Healthcare Providers 401(K) Savings Plan | Service provider | Investment management • Service code 72 | - | - | $3,115,583 | View filing |
| 2023 | Carolina Community Actions Inc. | Carolina Community Actions Inc. 403(B) Plan | Service provider | Investment management • Service code 72 | - | - | $6,156,560 | View filing |
| 2023 | Heartland Healthcare Providers Inc. | Heartland Healthcare Providers 401(K) Savings Plan | Service provider | Investment management • Service code 72 | - | - | $3,255,982 | View filing |
| 2022 | XCEL ENERGY INC. RETIREMENT BENEFIT PROGRAMS | Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees | Service provider | Education services • Other services • Service code 51 | $6,697 | 0.00% | $1,517,377,777 | View filing |
| 2022 | Heartland Healthcare Providers Inc. | Heartland Healthcare Providers 401(K) Savings Plan | Service provider | Investment management • Service code 72 | - | - | $2,598,907 | View filing |
| 2021 | Sagitec Solutions LLC | Sagitec Solutions LLC | Service provider | Investment management • Service code 72 | - | - | $34,176,493 | View filing |
| 2021 | Cambro Construction Inc. | Cambro Construction Inc. 401(K) Profit Sharing Plan | Service provider | Investment management • Service code 72 | - | - | $3,394,010 | View filing |
| 2021 | Rochling Advent Tool & Mold LP | Rochling Advent Tool & Mold LP Profit Sharing/401K Plan and Trust | Service provider | Investment management • Service code 72 | - | - | $21,217,463 | View filing |
| 2021 | Rochling Advent Tool & Mold LP | Rochling Advent Tool & Mold LP Profit Sharing/401K Plan and Trust | Service provider | Investment management • Service code 72 | - | - | $21,217,463 | View filing |
| 2021 | Sagitec Solutions LLC | Sagitec Solutions LLC | Service provider | Investment management • Service code 72 | - | - | $34,128,250 | View filing |
| 2020 | Sagitec Solutions LLC | Sagitec Solutions LLC | Service provider | Investment management • Service code 72 | - | - | $26,298,007 | View filing |
| 2020 | MID-States Distributing LLC | MID-States Distributing LLC 401(K) Plan | Service provider | Investment management • Service code 72 | - | - | $8,072,906 | View filing |
| 2020 | Tak Communications Ca | Tak Broadband Ca LLC 401(K) Plan | Service provider | Investment management • Service code 72 | - | - | $1,353,340 | View filing |
| 2020 | Roechling Glastic Composites | Rochling Glastic Composites 401(K) Plan | Service provider | Investment management • Service code 72 | - | - | $12,312,034 | View filing |
| 2020 | Rochling Advent Tool & Mold LP | Rochling Advent Tool & Mold LP Profit Sharing/401K Plan and Trust | Service provider | Investment management • Service code 72 | - | - | $18,427,276 | View filing |
| 2020 | Roechling Engineered Plastics | Roechling Engineered Plastics 401(K) Retirement Plan | Service provider | Investment management • Service code 72 | - | - | $14,650,820 | View filing |
| 2020 | Ivinson Memorial Hospital | Ivinson Memorial Hospital Retirement Plan | Service provider | Investment management • Service code 72 | - | - | $43,502,768 | View filing |
| 2020 | Sagitec Solutions LLC | Sagitec Solutions LLC | Service provider | Investment management • Service code 72 | - | - | $26,298,007 | View filing |
| 2019 | J and B Importers Inc. | J & B Importers Inc., Retirement/Profit Sharing Plan | Service provider | Investment management • Service code 72 | - | - | $32,787,721 | View filing |
| 2019 | Sagitec Solutions LLC | Sagitec Solutions LLC | Service provider | Investment management • Service code 72 | - | - | $19,005,907 | View filing |
| 2019 | Rochling Advent Tool & Mold LP | Rochling Advent Tool & Mold LP Profit Sharing/401K Plan and Trust | Service provider | Investment management • Service code 72 | - | - | $15,284,931 | View filing |
| 2019 | Roechling Engineered Plastics | Roechling Engineered Plastics 401(K) Retirement Plan | Service provider | Investment management • Service code 72 | - | - | $12,237,394 | View filing |
| 2019 | Roechling Glastic Composites | Rochling Glastic Composites 401(K) Plan | Service provider | Investment management • Service code 72 | - | - | $10,754,553 | View filing |
| 2018 | Rochling Advent Tool & Mold LP | Rochling Advent Tool & Mold LP Profit Sharing/401K Plan and Trust | Service provider | Investment management • Service code 72 | - | - | $12,501,476 | View filing |
| 2018 | Sagitec Solutions LLC | Sagitec Solutions LLC | Service provider | Investment management • Service code 72 | - | - | $14,727,219 | View filing |
| 2018 | J and B Importers Inc. | J & B Importers Inc., Retirement/Profit Sharing Plan | Service provider | Investment management • Service code 72 | - | - | $31,607,993 | View filing |
| 2018 | Roechling Engineered Plastics | Roechling Engineered Plastics 401(K) Retirement Plan | Service provider | Investment management • Service code 72 | - | - | $12,751,743 | View filing |
| 2018 | Roechling Glastic Composites | Rochling Glastic Composites 401(K) Plan | Service provider | Investment management • Service code 72 | - | - | $8,461,221 | View filing |
| 2017 | J and B Importers Inc. | J & B Importers Inc., Retirement/Profit Sharing Plan | Service provider | Investment management • Service code 72 | - | - | $30,128,516 | View filing |
| 2017 | Rochling Advent Tool & Mold LP | Rochling Advent Tool & Mold LP Profit Sharing/401K Plan and Trust | Service provider | Investment management • Service code 72 | - | - | $10,351,064 | View filing |
| 2017 | Bodeans Baking Holding Company LLC | Bodeans Holding Company LLC 401(K) Plan | Service provider | Investment management • Service code 72 | - | - | $4,582,143 | View filing |
| 2017 | Town Sports International, LLC | Town Sports International 401(K) Plan | Service provider | Investment management • Service code 72 | - | - | $28,663,900 | View filing |
| 2017 | Sagitec Solutions LLC | Sagitec Solutions LLC | Service provider | Investment management • Service code 72 | - | - | $11,745,244 | View filing |
| 2017 | Roechling Engineered Plastics | Roechling Engineered Plastics 401(K) Retirement Plan | Service provider | Investment management • Service code 72 | - | - | $12,897,946 | View filing |
| 2016 | Spi Acquisition LLC | Multisource Manufacturing LLC Savings Plan | Service provider | Investment management • Service code 72 | - | - | $10,211,267 | View filing |
| 2016 | J and B Importers Inc. | J & B Importers Inc., Retirement/Profit Sharing Plan | Service provider | Investment management • Service code 72 | - | - | $26,353,060 | View filing |
| 2016 | Bodeans Baking Holding Company LLC | Bodeans Holding Company LLC 401(K) Plan | Service provider | Investment management • Service code 72 | - | - | $7,427,310 | View filing |
| 2016 | Rex Three Inc | Rex Three Inc. 401(K) Plan | Service provider | Investment management • Service code 72 | - | - | $5,536,671 | View filing |
| 2015 | J and B Importers Inc. | J & B Importers Inc., Retirement/Profit Sharing Plan | Service provider | Investment management • Service code 72 | - | - | $24,775,596 | View filing |
| 2014 | J and B Importers Inc. | J & B Importers Inc., Retirement/Profit Sharing Plan | Service provider | Investment management • Service code 72 | - | - | $23,714,498 | View filing |
| 2014 | Grunley Construction Co. Inc. | Grunley Construction Co Inc. 401K Profit Sharing Plan | Service provider | Investment management • Service code 72 | - | - | $15,650,811 | View filing |
| 2014 | Chalk Mountain Services of Texas LLC | Chalk Mountain Services of Texas LLC 401(K) Plan | Service provider | Investment management • Service code 72 | - | - | $976,086 | View filing |
| 2013 | J and B Importers Inc. | J & B Importers Inc., Retirement/Profit Sharing Plan | Service provider | Investment management • Service code 72 | - | - | $21,062,905 | View filing |
| 2013 | Ke Mckays Markets of Coos Bay Inc. | Mckay'S Market 401(K) Plan | Service provider | Investment management • Service code 72 | - | - | $3,759,379 | View filing |
| 2013 | MID Valley Nut Company Inc. | MID Valley Nut Company Inc. 401(K) Profit Sharing Plan | Service provider | Investment management • Service code 72 | - | - | $2,039,210 | View filing |