Original filing (PDF)20251009111726NAL0010841408001

WEXCO SENIOR SERVICES

Name: WEXCO SENIOR SERVICES — WEXNER HERITAGE VILLAGE 403(B) PLAN, Form 5500 (2024)
Creator: WEXCO SENIOR SERVICES

Form 5500-SF

FILING_RECEIVED

WEXNER HERITAGE VILLAGE 403(B) PLAN

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

236

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEXCO SENIOR SERVICES.

Plan sponsor

Name

WEXCO SENIOR SERVICES

EIN

31-1804673

Address

1151 COLLEGE AVE. · COLUMBUS, OH · 43209

Phone

(614) 559-0231

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

2025-10-09

Pension benefit codes

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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