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Original filing (PDF)20251008174352NAL0003179219001
WESLEY COMMUNITY SERVICES ORGANIZATION
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN OF WESLEY COMMUNITY SERVICES ORGANIZATION
403(b) retirement plan
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
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 (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 97 bps in Schedule C fees — 87% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESLEY COMMUNITY SERVICES ORGANIZATION.
Plan sponsor
Name
WESLEY COMMUNITY SERVICES ORGANIZATION
EIN
31-0537097
Address
2091 RADCLIFF DR · CINCINNATI, OH · 45204
Phone
(513) 661-2777
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
2025-10-08
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Target Retirement 2050 K Mutual Fund | — | — | — | $578K | 23.2% | |
| American Funds Bond Fund of Amer R6 Mutual Fund | — | — | — | $482K | 19.3% | |
| State Street Target Retirement 2040 K Mutual Fund | — | — | — | $288K | 11.6% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $198K | 8.0% | |
| Fidelity International Index Mutual Fund | — | — | — | $183K | 7.3% | |
| State Street Target Retirement 2045 K Mutual Fund | — | — | — | $153K | 6.1% | |
| JP Morgan U.S. Value R6 Mutual Fund | — | — | — | $104K | 4.2% | |
| T. Rowe Price Large Cap Growth I Mutual Fund | — | — | — | $101K | 4.0% | |
| similar entity Description of Investment Value * EI Fixed Account - Series Class II Guaranteed Investment | — | — | — | $94K | 3.8% | |
| State Street Target Retirement 2055 K Mutual Fund | — | — | — | $88K | 3.5% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $56K | 2.2% | |
| Fidelity Advisor Small Cap Value Z Mutual Fund | — | — | — | $31K | 1.3% | |
| State Street Target Retirement 2060 K Mutual Fund | — | — | — | $31K | 1.2% | |
| Lord Abbett Developing Growth R6 Mutual Fund | — | — | — | $30K | 1.2% | |
| Participant Loans 4.60% - 9.50% | — | — | — | $23K | 0.9% | |
| Fidelity VIP Asset Manage Mutual Fund | — | — | — | $17K | 0.7% | |
| State Street Target Retirement 2065 K Mutual Fund | — | — | — | $13K | 0.5% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $9K | 0.4% | |
| Fidelity Advisor International Growth Mutual Fund | — | — | — | $7K | 0.3% | |
| Blackrock Mid-Cap Growth Equity K Mutual Fund | — | — | — | $6K | 0.2% |
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