How big is Wesley Community Services Organization's plan?

Wesley Community Services Organization's plan reported $2.5M in assets and 143 participants for 2024.

Original filing (PDF)20251008174352NAL0003179219001

Wesley Community Services Organization

Name: Wesley Community Services Organization — Form 5500 Plan 001 (2024)
Creator: Wesley Community Services Organization
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan of Wesley Community Services Organization

403(b) retirement plan · Wesley Community Services Organization's 403(b) Thrift Plan of Wesley Community Services Organization held $2.5M in plan assets for 143 participants in 2024, with Empower as recordkeeper.

Signals · 2

No auditor on file~97 bps in Sched C fees

Active participants

143

Accounts w/ balance

174

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Robin Rodgers signed Wesley Community Services Organization's 2024 Form 5500 as plan administrator.

Robin Rodgers — 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

Wesley Community Services Organization's EIN is 31-0537097.

EIN 31-0537097

Plan number 001

Plan year 2024

ACK ID 20251008174352NAL0003179219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wesley Community Services Organization from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wesley Community Services Organization's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESLEY COMMUNITY SERVICES ORGANIZATION.

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How this plan invests

This plan

20 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Total administrative cost in the bottom quartile of peers (16th percentile).

Plan sponsor

Name

WESLEY COMMUNITY SERVICES ORGANIZATION

EIN

all filings

Address

2091 RADCLIFF DR · CINCINNATI, OH · 45204

Phone

(513) 661-2777

Industry

Health Care & Social Assistance

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$15K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	—	SAN RAFAEL, CA	INVESTMENT ADVISOR	$9K	—

Investments

20 direct securities· $2.5M(100% of reported assets)

Other securities

$1.5M

10 holdings

Mutual Funds

$816K

8 holdings

Common Collective Trusts

$198K

1 holding

Bonds / Notes

$23K

1 holding

					% of plan
State Street Target Retirement 2050 K Mutual Fund	Other securities	—	—	$578K	23.2%
American Funds Bond Fund of Amer R6 Mutual Fund	Mutual Funds	—	—	$482K	19.3%
State Street Target Retirement 2040 K Mutual Fund	Other securities	—	—	$288K	11.6%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$198K	8.0%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$183K	7.3%
State Street Target Retirement 2045 K Mutual Fund	Other securities	—	—	$153K	6.1%
JP Morgan U.S. Value R6 Mutual Fund	Other securities	—	—	$104K	4.2%
T. Rowe Price Large Cap Growth I Mutual Fund	Other securities	—	—	$101K	4.0%
similar entity Description of Investment Value * EI Fixed Account - Series Class II Guaranteed Investment	Other securities	—	—	$94K	3.8%
State Street Target Retirement 2055 K Mutual Fund	Other securities	—	—	$88K	3.5%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$56K	2.2%
Fidelity Advisor Small Cap Value Z Mutual Fund	Mutual Funds	—	—	$31K	1.3%
State Street Target Retirement 2060 K Mutual Fund	Other securities	—	—	$31K	1.2%
Lord Abbett Developing Growth R6 Mutual Fund	Mutual Funds	—	—	$30K	1.2%
Participant Loans 4.60% - 9.50%	Bonds / Notes	—	—	$23K	0.9%
Fidelity VIP Asset Manage Mutual Fund	Mutual Funds	—	—	$17K	0.7%
State Street Target Retirement 2065 K Mutual Fund	Other securities	—	—	$13K	0.5%
PIMCO Income Instl Mutual Fund	Mutual Funds	—	—	$9K	0.4%
Fidelity Advisor International Growth Mutual Fund	Mutual Funds	—	—	$7K	0.3%
Blackrock Mid-Cap Growth Equity K Mutual Fund	Other securities	—	—	$6K	0.2%