How big is Wexco Senior Services' plan?

Wexco Senior Services' plan reported $3.1M in assets and 236 participants for 2024.

Original filing (PDF)20251009111726NAL0010841408001

Wexco Senior Services

Name: Wexco Senior Services — Wexner Heritage Village, Form 5500 (2024)
Creator: Wexco Senior Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wexner Heritage Village 403(b) Plan

403(b) retirement plan · Wexco Senior Services' Wexner Heritage Village 403(b) Plan held $3.1M in plan assets for 236 participants in 2024.

Signals · 1

No auditor on file

Active participants

236

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Anthony Warren signed Wexco Senior Services' 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Wexco Senior Services' EIN is 31-1804673.

EIN 31-1804673

Plan number 001

Plan year 2024

ACK ID 20251009111726NAL0010841408001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wexco Senior Services' plan includes a 403(b) annuity, ERISA 404(c) participant direction, profit-sharing, a default investment (QDIA).

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score