Original filing (PDF)20241015210105NAL0029664017005

WEST VIRGINIA SCHOOL OF OSTEOPATHIC MEDICINE CLINIC, INC.

Name: WEST VIRGINIA SCHOOL OF OSTEOPATHIC MEDICINE CLINIC, INC. — ROBERT C. BYRD 403(B) DC PLAN, Form 5500 (2023)
Creator: WEST VIRGINIA SCHOOL OF OSTEOPATHIC MEDICINE CLINIC, INC.

Form 5500

FILING_RECEIVED

ROBERT C. BYRD 403(B) DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

159

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEST VIRGINIA SCHOOL OF OSTEOPATHIC MEDICINE CLINIC, INC..

Plan sponsor

Name

WEST VIRGINIA SCHOOL OF OSTEOPATHIC MEDICINE CLINIC, INC.

EIN

55-0559322

Address

1464 JEFFERSON STREET N. · LEWISBURG, WV · 249011177

Phone

(304) 645-3220

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

085

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $293K(4% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$293K	4.0%

1–1 of 1

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