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Original filing (PDF)20250731093735NAL0012796674001
THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING
Form 5500
FILING_RECEIVED
THE WILF CAMPUS FOR SENIOR LIVING RETIREMENT PLAN
401(k) retirement plan
Active participants
176
Accounts w/ balance
165
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 71 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING.
Plan sponsor
Name
THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING
EIN
52-1624834
Address
350 DEMOTT LANE · SOMERSET, NJ · 08873
Phone
(732) 568-1115
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
2025-07-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CERINI AND ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES | — | NEW YORK, NY | CONTRACT ADMIN | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
25 direct securities· $3.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Trust Company Fidelity Freedom Index 2025 Investor {+} | — | — | — | $618K | 16.8% | |
| Empower Trust Company Fidelity Freedom Index 2035 Instl Prem {+} | — | — | — | $353K | 9.6% | |
| Empower Trust Company Fidelity Freedom Index Inc Instl Prem {+} | — | — | — | $328K | 8.9% | |
| Empower Trust Company Fidelity 500 Index {+} | — | — | — | $322K | 8.8% | |
| Empower Trust Company Putnam Large Cap Value R6 {+} | — | — | — | $255K | 6.9% | |
| Empower Trust Company American Funds New Perspective R6 {+} | — | — | — | $232K | 6.3% | |
| Empower Trust Company Key Guaranteed Portfolio Fund {+} | — | — | — | $187K | 5.1% | |
| Empower Trust Company Large Cap Growth/ JP Morgan Invst Mgmt {+} | — | — | — | $181K | 4.9% | |
| Empower Trust Company Core Plus Bond/PGIM Fund {+} | — | — | — | $154K | 4.2% | |
| Empower Trust Company Fidelity Freedom Index 2030 Instl Prem {+} | — | — | — | $138K | 3.8% | |
| Empower Trust Company Fidelity Freedom Index 2040 Instl Prem {+} | — | — | — | $138K | 3.7% | |
| Empower Trust Company Fidelity Freedom Index 2045 Instl Prem {+} | — | — | — | $115K | 3.1% | |
| Empower Trust Company MFS Intl Growth Equity (IS Platform) {+} | — | — | — | $102K | 2.8% | |
| Empower Trust Company Fidelity Freedom Index 2050 Instl Prem {+} | — | — | — | $98K | 2.7% | |
| Empower Trust Company Fidelity International Index {+} | — | — | — | $89K | 2.4% | |
| Empower Trust Company Fidelity Small Cap Index {+} | — | — | — | $76K | 2.1% | |
| Empower Trust Company Macquarie Mid Cap Growth R6 {+} | — | — | — | $60K | 1.6% | |
| Empower Trust Company Fidelity US Bond Index {+} | — | — | — | $54K | 1.5% | |
| Empower Trust Company Fidelity Mid Cap Value R6 {+} | — | — | — | $49K | 1.3% | |
| Empower Trust Company Franklin Small Cap Growth R6 {+} | — | — | — | $48K | 1.3% | |
| Empower Trust Company DFA US Targeted Value I {+} | — | — | — | $31K | 0.8% | |
| Empower Trust Company Fidelity Mid Cap Index {+} | — | — | — | $21K | 0.6% | |
| Empower Trust Company Fidelity Freedom Index 2055 Instl Prem {+} | — | — | — | $17K | 0.5% | |
| Empower Trust Company Fidelity Freedom Index 2065 Instl Prem {+} | — | — | — | $7K | 0.2% | |
| Empower Trust Company Fidelity Freedom Index 2060 Instl Prem {+} | — | — | — | $2K | <0.1% |