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Original filing (PDF)20251015161428NAL0006726752001
WESLEY SPECTRUM SERVICES
Form 5500
FILING_RECEIVED
WESLEY SPECTRUM SERVICES 403(B) SAVINGS PLAN
403(b) retirement plan
Active participants
71
Accounts w/ balance
193
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESLEY SPECTRUM SERVICES.
Plan sponsor
Name
WESLEY SPECTRUM SERVICES
EIN
25-1180602
Address
221 PENN AVE · WILKINSBURG, PA · 15221
Phone
(412) 342-2300
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2M · 403(b)(7) custodial accounts
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORT PITT CAPITAL GROUP LLC | 68-0417308 | PITTSBURGH, PA | INVESTMENT ADVISOR | $23K | — |
Investments
38 direct securities · 1 pooled fund· $12.7M(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
$9.9M
36 holdings
Mutual Funds
$1.9M
1 holding
Guaranteed Income / GIC
$791K
1 holding
Pooled Separate Account
$87K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2040 Fund N/R | Mutual Funds | — | — | $1.9M | 15.2% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund N/R | — | — | — | $1.2M | 9.5% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund N/R | — | — | — | $960K | 7.5% | |
| American Funds American Funds Wash Mutl Ivs Fund N/R | — | — | — | $888K | 7.0% | |
| Mass Mutual Mass Mutual S&P 500 Index Fund N/R | — | — | — | $831K | 6.5% | |
| Mass Mutual Mass Mutual Blue Chip Growth Fund N/R | — | — | — | $796K | 6.3% | |
| s * TIAA Investments TIAA Traditional Annuity Account N/R | Guaranteed Income / GIC | — | — | $791K | 6.2% | |
| Registered Investment Companies * TIAA Investments CREF Stock Account N/R | — | — | — | $741K | 5.8% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund N/R | — | — | — | $724K | 5.7% | |
| TIAA Investments CREF Growth Account N/R | — | — | — | $624K | 4.9% | |
| Allspring Discovery Fund N/R | — | — | — | $444K | 3.5% | |
| Mass Mutual Mass Mutual Total Return Bond Fund N/R | — | — | — | $383K | 3.0% | |
| TIAA Investments CREF Equity Index Account N/R | — | — | — | $272K | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund N/R | — | — | — | $262K | 2.1% | |
| Great-West Life & Annuity MassMutual Capital Preservation GIA N/R | — | — | — | $232K | 1.8% | |
| American Funds American Funds Europacific Growth N/R | — | — | — | $227K | 1.8% | |
| Fund T. Rowe Price T. Rowe Price New Horizons Fund N/R | — | — | — | $223K | 1.8% | |
| TIAA Investments CREF Global Equities Account N/R | — | — | — | $210K | 1.6% | |
| Hartford Funds Hartford Intl Opportunities Fund N/R | — | — | — | $198K | 1.6% | |
| TIAA Investments CREF Bond Market Account N/R | — | — | — | $138K | 1.1% | |
| American Funds American Funds American Balanced N/R | — | — | — | $105K | 0.8% | |
| Fund Alliance Bernstein AB Discovery Value Fund N/R | — | — | — | $98K | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $87K | 0.7% | |
| Insurance Company * Mutual of America Mutual of America Interest Accumulation N/R | — | — | — | $72K | 0.6% | |
| TIAA Investments CREF Social Choice Account N/R | — | — | — | $70K | 0.5% | |
| TIAA Investments CREF Money Market Account N/R | — | — | — | $63K | 0.5% | |
| Mutual of America Deutsche VSI Capital Growth VIP N/R | — | — | — | $44K | 0.3% | |
| Mutual of America Mutual of America Bond Fund N/R | — | — | — | $31K | 0.2% | |
| Northern Trust Northern Bond Index Fund N/R | — | — | — | $27K | 0.2% | |
| Participant Loans Interest rates 4.25% - 9.50% $0 | — | — | — | $15K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund N/R | — | — | — | $11K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund N/R | — | — | — | $11K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund N/R | — | — | — | $7K | <0.1% | |
| Mutual of America Mutual of America Small Cap Value N/R | — | — | — | $5K | <0.1% | |
| TIAA Investments CREF Inflation-Linked Bond Account N/R | — | — | — | $3K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund N/R | — | — | — | $3K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund N/R | — | — | — | $2K | <0.1% | |
| Fund * Mutual of America Mutual of America Equity Index Fund N/R | — | — | — | $1K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund N/R | — | — | — | $1K | <0.1% |
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