How big is Wvbbts/SEF's plan?

Wvbbts/SEF's plan reported $305K in assets and 37 participants for 2024.

Original filing (PDF)20251010095048NAL0012764944001

Wvbbts/SEF

Name: Wvbbts/SEF — Wvbbts/SEF 403(b) Retirement Plan, Form 5500 (2024)
Creator: Wvbbts/SEF
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wvbbts/SEF 403(b) Retirement Plan

403(b) retirement plan · Wvbbts/SEF's Wvbbts/SEF 403(b) Retirement Plan held $305K in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$305K

Net assets (EOY)

$305K

People on this filing

Thomas M SELL signed Wvbbts/SEF's 2024 Form 5500 as plan administrator.

Thomas M SELL — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wvbbts/SEF's EIN is 23-7259958.

EIN 23-7259958

Plan number 001

Plan year 2024

ACK ID 20251010095048NAL0012764944001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wvbbts/SEF from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wvbbts/SEF's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WVBBTS/SEF.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WVBBTS/SEF

EIN

all filings

Address

PO BOX 277 · 88 BOULDER PATH RD · WATERVILLE VALLEY, NH · 03215

Phone

(802) 681-3666

Industry

Educational Services

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

2025-10-10

Pension benefit codes

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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