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Original filing (PDF)20251014194829NAL0007296946002
WARREN COUNTY COMMUNITY SERVICES, INC.
Form 5500
FILING_RECEIVED
WARREN COUNTY COMMUNITY SERVICES, INC. EMPLOYEES' TAX-DEFERRED ANNUITY PROGRAM
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
173
Accounts w/ balance
149
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: VARIABLE ANNUITY ACCOUNT C (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARREN COUNTY COMMUNITY SERVICES, INC..
Plan sponsor
Name
WARREN COUNTY COMMUNITY SERVICES, INC.
EIN
31-0872922
Address
645 OAK STREET · LEBANON, OH · 45036
Phone
(513) 695-2207
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
BARNES DENNIG & CO LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $2.2M(58% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT C ING LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.2M | 58.0% |
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