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Original filing (PDF)20251008110912NAL0002945811001
WILLOW BROOK CHRISTIAN SERVICES
Form 5500
FILING_RECEIVED
WILLOW BROOK 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
554
Accounts w/ balance
219
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
65
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLOW BROOK CHRISTIAN SERVICES.
Plan sponsor
Name
WILLOW BROOK CHRISTIAN SERVICES
EIN
20-0996799
Address
100 DELAWARE CROSSING WEST · DELAWARE, OH · 43015
Phone
(740) 201-5747
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MG TRUST COMPANY, LLC | 73-3182674 | — | CUSTODIAL | $6K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSERV PLAN SERVICES, INC. | — | WEST COLUMBIA, SC | RECORDKEEPER | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW ALBANY CAPITAL PARTNERS, LLC | — | COLUMBUS, OH | INVESTMENT | $26K | — |
Investments
30 direct securities· $11.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 | — | — | — | $2.0M | 16.4% | |
| TIAA-CREF Large-cap Growth Index Fund | — | — | — | $1.5M | 12.5% | |
| Vanguard Target Retirement 2030 | — | — | — | $991K | 8.3% | |
| Vanguard Target Retirement 2025 | — | — | — | $766K | 6.4% | |
| Vanguard 500 Index Admiral | — | — | — | $626K | 5.3% | |
| Fuller & Thaler Fuller & Thaler Behavioral Sm-Cp Eq Inst | — | — | — | $612K | 5.1% | |
| Vanguard Target Retirement 2035 | — | — | — | $509K | 4.3% | |
| Vanguard Short-Term Bond | — | — | — | $502K | 4.2% | |
| Vanguard Wellesley Income Inv | — | — | — | $471K | 4.0% | |
| Vanguard Target Retirement 2045 | — | — | — | $447K | 3.8% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $427K | 3.6% | |
| BlackRock Mid-Cap Growth Equity Instl | — | — | — | $369K | 3.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $369K | 3.1% | |
| Columbia Select Global Equity Inst3 | — | — | — | $328K | 2.8% | |
| Vanguard Target Retirement 2020 | — | — | — | $282K | 2.4% | |
| PIMCO Foreign Bond Holdings Institutional | — | — | — | $270K | 2.3% | |
| Federated Government Obligations Fund | — | — | — | $262K | 2.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $141K | 1.2% | |
| Vanguard Intermediate Term Investment | — | — | — | $139K | 1.2% | |
| American Funds American Funds New World R6 | — | — | — | $132K | 1.1% | |
| Vanguard Mid Cap Value Index Fund Admiral | — | — | — | $125K | 1.1% | |
| Aberdeen Small Cap Fund Institutional Class | — | — | — | $106K | 0.9% | |
| Vanguard Target Retirement 2055 | — | — | — | $103K | 0.9% | |
| Participants** Participant notes receivable bearing interest rates ranging from 4.25 to 10.50 percent - | — | — | — | $97K | 0.8% | |
| Vanguard Target Retirement 2065 | — | — | — | $85K | 0.7% | |
| Calvert Small-Cap I | — | — | — | $83K | 0.7% | |
| Vanguard High-Yield Corp | — | — | — | $72K | 0.6% | |
| Vanguard Mid Cap Index Adm | — | — | — | $63K | 0.5% | |
| Vanguard Short-Term Treasury Adm | — | — | — | $57K | 0.5% | |
| PIMCO Commodity Real Return Strategic | — | — | — | $24K | 0.2% |
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