Original filing (PDF)20251114065220NAL0004207360001

WARREN-FOREST COUNTIES ECONOMIC OPPORTUNITY COUNCIL, INC.

Name: WARREN-FOREST COUNTIES ECONOMIC OPPORTUNITY COUNCIL, INC. — WARREN-FOREST COUNTIES ECONOMIC OPPORTUNITY COUNCIL TSA MATCHING PLAN, Form 5500 (2024)
Creator: WARREN-FOREST COUNTIES ECONOMIC OPPORTUNITY COUNCIL, INC.

Form 5500-SF

FILING_RECEIVED

WARREN-FOREST COUNTIES ECONOMIC OPPORTUNITY COUNCIL TSA MATCHING PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARREN-FOREST COUNTIES ECONOMIC OPPORTUNITY COUNCIL, INC..

Plan sponsor

Name

WARREN-FOREST COUNTIES ECONOMIC OPPORTUNITY COUNCIL, INC.

EIN

25-1153694

Address

1209 PENNSYLVANIA AVENUE WEST · PO BOX 547 · WARREN, PA · 163651841

Phone

(814) 726-2400

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-11-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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