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Original filing (PDF)20251015085557NAL0002130947001
WEST SIDE FEDERATION FOR SENIOR AND SUPPORTIVE HOUSING, INC.
Form 5500
FILING_RECEIVED
WSFSSH 403(B) RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
416
Accounts w/ balance
554
Plan assets (EOY)
$24.3M
Net assets (EOY)
$24.3M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 67% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEST SIDE FEDERATION FOR SENIOR AND SUPPORTIVE HOUSING, INC..
Plan sponsor
Name
WEST SIDE FEDERATION FOR SENIOR AND SUPPORTIVE HOUSING, INC.
EIN
13-2926433
Address
2345 BROADWAY · NEW YORK, NY · 10024
Phone
(212) 721-6032
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS | 27-1180831 | NEW YORK, NY | INVESTMENT ADVISOR | $54K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD-KEEPER | $55K | — |
Investments
23 direct securities· $24.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Money Market Fund Mutual Funds | — | — | — | $4.5M | 18.6% | |
| Schwab S&P 500 Index Mutual Funds | — | — | — | $3.0M | 12.4% | |
| Vanguard Instl Trgt Retire 2035 INV Mutual Funds | — | — | — | $2.2M | 9.1% | |
| Vanguard Instl Trgt Retire 2030 INV Mutual Funds | — | — | — | $1.6M | 6.7% | |
| Vanguard Total Bond Market Index Mutual Funds | — | — | — | $1.2M | 5.0% | |
| Vanguard Ftse Social Index Fund Admiral Mutual Funds | — | — | — | $1.2M | 5.0% | |
| Vanguard Instl Trgt Retire 2025 INV Mutual Funds | — | — | — | $1.2M | 4.9% | |
| Schwab Total Stock Market Index Mutual Funds | — | — | — | $1.1M | 4.5% | |
| Vanguard Instl Trgt Retire 2020 INV Mutual Funds | — | — | — | $1.0M | 4.3% | |
| Vanguard Instl Trgt Retire 2045 INV Mutual Funds | — | — | — | $969K | 4.0% | |
| Vanguard Instl Trgt Retire 2040 INV Mutual Funds | — | — | — | $956K | 3.9% | |
| Vanguard Mid Cap Index Adm Mutual Funds | — | — | — | $747K | 3.1% | |
| Schwab Small Cap Index Mutual Funds | — | — | — | $740K | 3.0% | |
| Vanguard Total Intl Stock Index - Adm Mutual Funds | — | — | — | $669K | 2.8% | |
| Vanguard Instl Trgt Retire 2055 INV Mutual Funds | — | — | — | $664K | 2.7% | |
| Vanguard Instl Trgt Retire 2050 INV Mutual Funds | — | — | — | $529K | 2.2% | |
| Participant loans Interest rates 5.25% - 10.50%, with maturity dates through 2028 -0- | — | — | — | $481K | 2.0% | |
| Vanguard Instl Trgt Retire Inc INV Mutual Funds | — | — | — | $432K | 1.8% | |
| Vanguard Instl Trgt Retire 2060 INV Mutual Funds | — | — | — | $330K | 1.4% | |
| Vanguard Instl Trgt Retire 2065 INV Mutual Funds | — | — | — | $136K | 0.6% | |
| Vanguard Real Estate Index - Admiral Mutual Funds | — | — | — | $92K | 0.4% | |
| Vanguard Emerging Mkts Index Adm Mutual Funds | — | — | — | $60K | 0.2% | |
| Vanguard Total Intl Bond Index - Admiral Mutual Funds | — | — | — | $24K | <0.1% |