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Original filing (PDF)20251014085259NAL0003461296001
WESLEY WILLOWS
Form 5500
FILING_RECEIVED
WESLEY WILLOWS RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
342
Accounts w/ balance
303
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESLEY WILLOWS.
Plan sponsor
Name
WESLEY WILLOWS
EIN
36-2540488
Address
4141 N ROCKTON AVE · ROCKFORD, IL · 61103
Phone
(815) 316-1500
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BENNING GROUP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BA | 20-8764829 | — | INVESTMENT ADVISORY | $13K | — |
| MORGAN STANLEY GLOBAL | 26-4310632 | — | INVESTMENT ADVISORY | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $16K | — |
Investments
29 direct securities· $6.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2035 Fund | — | — | — | $972K | 16.3% | |
| Fidelity Advisor Equity Growth Fund | — | — | — | $667K | 11.2% | |
| Fidelity 500 Index Fund | — | — | — | $588K | 9.9% | |
| American Funds Target Date Retirement 2020 Fund | — | — | — | $582K | 9.8% | |
| American Funds Target Date Retirement 2030 Fund | — | — | — | $572K | 9.6% | |
| American Funds Target Date Retirement 2040 Fund | — | — | — | $536K | 9.0% | |
| American Funds Target Date Retirement 2050 Fund | — | — | — | $358K | 6.0% | |
| American Funds Target Date Retirement 2060 Fund | — | — | — | $212K | 3.6% | |
| American Funds Target Date Retirement 2045 Fund | — | — | — | $202K | 3.4% | |
| American Funds Target Date Retirement 2025 Fund | — | — | — | $190K | 3.2% | |
| Principal Fixed Income Guaranteed Option | — | — | — | $132K | 2.2% | |
| American Funds Target Date Retirement 2055 Fund | — | — | — | $116K | 2.0% | |
| Janus Henderson Contrarian Fund | — | — | — | $98K | 1.7% | |
| Hartford Mutual Funds Schroder International Stock Fund | — | — | — | $97K | 1.6% | |
| John Hancock Disciplined Value Mid Cap Fund | — | — | — | $97K | 1.6% | |
| MassMutual Small Cap Opportunities Fund | — | — | — | $88K | 1.5% | |
| Victory Capital Management Core Plus Intermediate Bond Fund | — | — | — | $79K | 1.3% | |
| Putnam Large Cap Value Fund | — | — | — | $73K | 1.2% | |
| Janus Henderson Enterprise Fund | — | — | — | $54K | 0.9% | |
| JP Morgan Funds US Equity Fund | — | — | — | $47K | 0.8% | |
| TIAA-CREF Nuveen Real Estate Securities Fund | — | — | — | $42K | 0.7% | |
| American Funds Target Date Retirement 2065 Fund | — | — | — | $37K | 0.6% | |
| BlackRock Advisors, LLC | — | — | — | $24K | 0.4% | |
| American Funds New World Fund Inc. | — | — | — | $23K | 0.4% | |
| American Funds Target Date Retirement 2010 Fund | — | — | — | $22K | 0.4% | |
| Principal Government Money Market Fund | — | — | — | $20K | 0.3% | |
| American Funds Target Date Retirement 2015 Fund | — | — | — | $17K | 0.3% | |
| Alliance Bernstein Bond Inflation Strategy Portfolio Fund | — | — | — | $10K | 0.2% | |
| American Funds Target Date Retirement 2070 Fund | — | — | — | $1K | <0.1% |
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