Original filing (PDF)20250506090220NAL0005859795001

THE VAN WERT COUNTY FOUNDATION

Name: THE VAN WERT COUNTY FOUNDATION — THE VAN WERT COUNTY FOUNDATION 403(B) PLAN, Form 5500 (2024)
Creator: THE VAN WERT COUNTY FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE VAN WERT COUNTY FOUNDATION 403(B) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$663K

Net assets (EOY)

$663K

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE VAN WERT COUNTY FOUNDATION.

Plan sponsor

Name

THE VAN WERT COUNTY FOUNDATION

EIN

34-0907558

Address

138 EAST MAIN STREET · VAN WERT, OH · 45891

Phone

(419) 238-1743

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

2025-05-06

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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W.D. BOYCE COUNCIL