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Original filing (PDF)20250930142608NAL0005541923003
GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION, INC
Form 5500
FILING_RECEIVED
WETA 403(B) TAX DEFERRED SAVINGS PLAN
403(b) retirement plan
Active participants
411
Accounts w/ balance
517
Plan assets (EOY)
$109.3M
Net assets (EOY)
$109.3M
How this plan invests
This plan
33 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
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION, INC.
Plan sponsor
Name
GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION, INC
EIN
53-0242992
Address
3939 CAMPBELL AVE · ARLINGTON, VA · 22206
Phone
(703) 998-2637
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
2025-09-30
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO, USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $82K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | CONSULTANT | $60K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | AUDITOR | $19K | — |
Investments
29 direct securities· $129.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Instl | — | — | — | $19.6M | 17.9% | |
| T. Rowe Price Capital Appreciation | — | — | — | $15.0M | 13.7% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $11.0M | 10.0% | |
| Loomis Sayles Core Plus Bond N | — | — | — | $8.1M | 7.4% | |
| Hartford International Opportunities R6 | — | — | — | $7.2M | 6.6% | |
| Hartford Intl Opp R6 | — | — | — | $7.2M | 6.6% | |
| MFS Value R6 | — | — | — | $7.2M | 6.6% | |
| Vanguard InTrmed Trm Bd Idx Inst | — | — | — | $7.2M | 6.6% | |
| Vanguard Interm-Term Bond Index I | — | — | — | $7.2M | 6.6% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $5.7M | 5.2% | |
| DFA Inflation-Protected Securities I | — | — | — | $5.4M | 4.9% | |
| Dimensional DFA Infl-Prtctd Sec I | — | — | — | $5.4M | 4.9% | |
| Transamerica Guaranteed Investment Option | — | — | — | $5.0M | 4.6% | |
| AMG Times Square Mid Cap Growth Z | — | — | — | $3.8M | 3.5% | |
| Vanguard Small Cap Index Adm | — | — | — | $3.7M | 3.4% | |
| John Hancock Disciplined Value Mid Cap R6 | — | — | — | $3.2M | 2.9% | |
| Victory Integrity Small-Cap Val R6 | — | — | — | $2.3M | 2.1% | |
| JP Morgan Small Cap Growth R6 | — | — | — | $2.1M | 2.0% | |
| Cohen & Steers Institutional Realty Shares | — | — | — | $1.8M | 1.7% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $555K | 0.5% | |
| from 4.25% to 9.5% - | — | — | — | $555K | 0.5% | |
| T. Rowe Price Retirement I 2030 | — | — | — | $97K | <0.1% | |
| T. Rowe Price Retirement I 2060 | — | — | — | $89K | <0.1% | |
| T. Rowe Price Retirement I 2040 | — | — | — | $82K | <0.1% | |
| Transamerica Insurance Company/General Account | — | — | — | $50K | <0.1% | |
| T. Rowe Price Retirement I 2035 | — | — | — | $35K | <0.1% | |
| T. Rowe Price Retirement I 2050 | — | — | — | $28K | <0.1% | |
| T. Rowe Price Retirement I 2055 | — | — | — | $18K | <0.1% | |
| T. Rowe Price Retirement I 2065 | — | — | — | $15K | <0.1% |
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