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Original filing (PDF)20251014161925NAL0003386033001
WEST CENTRAL SERVICES, INC.
Form 5500
FILING_RECEIVED
WEST CENTRAL SERVICES, INC. 403(B) DC RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
110
Accounts w/ balance
97
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
56 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEST CENTRAL SERVICES, INC..
Plan sponsor
Name
WEST CENTRAL SERVICES, INC.
EIN
22-2645978
Address
85 MECHANIC STREET, SUITE C2-1 · BOX A-10 · LEBANON, NH · 03766
Phone
(603) 448-0126
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KITTEL BRANAGAN & SARGENT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA- TEACHERS INSURANCE AND ANNUIT | 13-1624203 | NEW YORK, NY | — | $5K | — |
Investments
56 direct securities · 2 pooled funds· $10.2M(100% of reported assets)
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.
Uncategorized
$9.5M
56 holdings
Pooled Separate Account
$727K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-Traditional Unallocated Insurance Contracts | — | — | — | $2.0M | 21.0% | |
| CREF Global Equities Registered Investment Company | — | — | — | $1.0M | 10.8% | |
| CREF Growth Registered Investment Company | — | — | — | $833K | 8.8% | |
| CREF Money Market Registered Investment Company | — | — | — | $772K | 8.1% | |
| CREF Stock Registered Investment Company N/A | — | — | — | $613K | 6.5% | |
| CREF Inflation-Linked Bond Registered Investment Company | — | — | — | $419K | 4.4% | |
| Hartford Intertnational Stock Registered Investment Company | — | — | — | $395K | 4.2% | |
| Vangaurd 500 Index Admin Registered Investment Company | — | — | — | $390K | 4.1% | |
| NATIONWIDE VARIABLE ACCOUNT-II NATIONWIDE INSURANCE COMPANY · EIN 31-4156860 / PN 000 | Pooled Separate Account | — | — | $366K | 3.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $361K | 3.8% | |
| TIAA Real Estate Pooled Separate Accounts | — | — | — | $331K | 3.5% | |
| CREF Social Choice Registered Investment Company | — | — | — | $303K | 3.2% | |
| TIAA Access Nuv Intl Equity Registered Investment Company | — | — | — | $247K | 2.6% | |
| Vanguard Small-Cap Indx Registered Investment Company | — | — | — | $231K | 2.4% | |
| CREF Equity Index Registered Investment Company | — | — | — | $208K | 2.2% | |
| TIAA Access Nuv Mid- Cap Value Registered Investment Company | — | — | — | $188K | 2.0% | |
| CREF Core Bond Registered Investment Company | — | — | — | $173K | 1.8% | |
| TIAA Access Nuv Large Cap Value Registered Investment Company | — | — | — | $131K | 1.4% | |
| TIAA Access Nuv Small- Cap Equity Registered Investment Company | — | — | — | $130K | 1.4% | |
| AB Bond Inflation Strat Registered Investment Company | — | — | — | $119K | 1.3% | |
| PGIM Total Return Bond Registered Investment Company | — | — | — | $106K | 1.1% | |
| TIAA Access Nuv Real Estate Secs Registered Investment Company | — | — | — | $94K | 1.0% | |
| Cohen & Steers Real Estate Registered Investment Company | — | — | — | $78K | 0.8% | |
| TIAA Access Nuv Lifecycle 2035 Registered Investment Company | — | — | — | $71K | 0.8% | |
| TIAA Access Nuv Lifecycle 2030 Registered Investment Company | — | — | — | $58K | 0.6% | |
| TIAA Access Social Choice Equity Registered Investment Company | — | — | — | $56K | 0.6% | |
| Fidelity Vip Growth Portfolio-Initial Class Pooled Separate Accounts | — | — | — | $56K | 0.6% | |
| Nuveen Money Market R6 Registered Investment Company | — | — | — | $38K | 0.4% | |
| Nvit Large Cap Growth I Pooled Separate Accounts | — | — | — | $37K | 0.4% | |
| Nvit Multi-Manager Small Company Fund-Class I Pooled Separate Accounts | — | — | — | $34K | 0.4% | |
| Nvit Multi-Manager Mid Cap Value Fund-Class II Pooled Separate Accounts | — | — | — | $34K | 0.4% | |
| TIAA Access Nuv Mid- Cap Growth Registered Investment Company | — | — | — | $31K | 0.3% | |
| Nationwide Unallocated Insurance Contracts | — | — | — | $31K | 0.3% | |
| TIAA Access Nuv Large Cap Growth Registered Investment Company | — | — | — | $26K | 0.3% | |
| Nvit Multi-Manager Small Cap Value Fund-Class I Pooled Separate Accounts | — | — | — | $22K | 0.2% | |
| LVIP American Centry Balanced Fund Standard Class Pooled Separate Accounts | — | — | — | $22K | 0.2% | |
| Fidelity Vip Mid Cap Portfolio-Service Class Pooled Separate Accounts 804 Fidelity-Overseas Portfolio-Initial Class Pooled Separate Accounts | — | — | — | $22K | 0.2% | |
| Nvit Multi-Manager Mid Cap Growth Fund-Class I Pooled Separate Accounts | — | — | — | $21K | 0.2% | |
| Fidelity Vip Asset Manager Portfolio-Initial Class Pooled Separate Accounts | — | — | — | $19K | 0.2% | |
| Fidelity Vip High Income Portfolio-Initial Class Pooled Separate Accounts | — | — | — | $19K | 0.2% | |
| Van Eck Vipt Emerging Markets Fund-Initial Class Pooled Separate Accounts | — | — | — | $16K | 0.2% | |
| TIAA Access Nuv Lifecycle 2020 Registered Investment Company | — | — | — | $12K | 0.1% | |
| TIAA Access Nuv Lifecycle 2055 Registered Investment Company | — | — | — | $12K | 0.1% | |
| Fidelity Vip Energy-Service Class 2 Pooled Separate Accounts 353 Fidelity Vip Equity-Income Portfolio-Initial Class Pooled Separate Accounts | — | — | — | $9K | <0.1% | |
| TIAA Access Nuv Small- Cap Blend Index Registered Investment Company | — | — | — | $9K | <0.1% | |
| TIAA Access Nuv Lifecycle 2040 Registered Investment Company | — | — | — | $8K | <0.1% | |
| Van Eck Vipt Global Hard Assets Fund Pooled Separate Accounts 752 Van Eck Vipt Global Hard Assets Fund-Initial Class Pooled Separate Accounts | — | — | — | $6K | <0.1% | |
| TIAA Access Nuv Core Pus Bond Registered Investment Company | — | — | — | $6K | <0.1% | |
| TIAA Access Nuv Equity Index Registered Investment Company 657 * TIAA Access Nuv Core Growth and Income Registered Investment Company | — | — | — | $5K | <0.1% | |
| Nvit Multi-Manager Large Cap Growth Fund Pooled Separate Accounts | — | — | — | $3K | <0.1% | |
| Van Eck Vipt Global Bond Fund-Initial Class Pooled Separate Accounts | — | — | — | $3K | <0.1% | |
| TIAA Access Nuv Lifecycle 2060 Registered Investment Company | — | — | — | $3K | <0.1% | |
| Nvit Growth II Pooled Separate Accounts | — | — | — | $2K | <0.1% | |
| Janus Aspen Series Forty Portfolio-Service Shares Pooled Separate Accounts | — | — | — | $2K | <0.1% | |
| Nvit Emerging Markets Fnd-Class I Pooled Separate Accounts 627 Nvit Government Bond Fund-Class I Pooled Separate Accounts 455 Nvit Fund- Class I Pooled Separate Accounts | — | — | — | $2K | <0.1% | |
| Nvit Real Estate Fund-Class I Pooled Separate Accounts 628 Nvit Short Term Bond Fund-Class 2 Pooled Separate Accounts 218 Oppenheimer Total Return DB VA-NNS Pooled Separate Accounts | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv Lifecycle 2045 Registered Investment Company | — | — | — | $2K | <0.1% | |
| Alliancebemstein Vps Small Cap Value Portfolio Pooled Separate Accounts | — | — | — | $1K | <0.1% |