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Original filing (PDF)20251013112009NAL0000536499002
WESLEY COMMONS
Form 5500
FILING_RECEIVED
WESLEY COMMONS 403(B) RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
299
Accounts w/ balance
325
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
32 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
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2045 Fund" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESLEY COMMONS.
Plan sponsor
Name
WESLEY COMMONS
EIN
57-0524661
Address
1110 MARSHALL ROAD · GREENWOOD, SC · 29646
Phone
(864) 422-7154
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $25K | — |
| GREENWOOD CAPITAL ASSOCIATES, LLC | 57-1123518 | — | NONE | $18K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
32 direct securities· $9.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | — | — | — | $2.9M | 29.3% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.2M | 12.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.2M | 12.1% | |
| Charles Schwab Government Money Fund | — | — | — | $911K | 9.3% | |
| Vanguard 500 Index Admiral Fund | — | — | — | $613K | 6.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $499K | 5.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $431K | 4.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $400K | 4.1% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $299K | 3.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $235K | 2.4% | |
| Dodge & Cox Stock Fund | — | — | — | $177K | 1.8% | |
| Notes receivable from participants 5.25% - 10.50% | — | — | — | $165K | 1.7% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $135K | 1.4% | |
| Vanguard Target Retirement Fund ** 567 Vanguard Target Retirement 2020 Fund | — | — | — | $134K | 1.4% | |
| MFS Growth Fund R6 | — | — | — | $117K | 1.2% | |
| Vanguard Small Cap Index Fund | — | — | — | $104K | 1.1% | |
| Alger Small Cap Focus Fund Z | — | — | — | $93K | 1.0% | |
| T. Rowe Price Institutional Floating Rate Fund ** 340 Metropolitan West Total Return Bond Plan Fund | — | — | — | $70K | 0.7% | |
| Fidelity Intermediate Treasury Bond Index Fund ** 296 Fidelity Large Cap Growth Index Fund | — | — | — | $65K | 0.7% | |
| American Funds New Perspective Fund R6 | — | — | — | $24K | 0.2% | |
| Fidelity 500 Index Fund | — | — | — | $7K | <0.1% | |
| Principal Real Estate Securities Fund R6 | — | — | — | $6K | <0.1% | |
| Vanguard Intermediate Term Bond Index Fund ** 207 Vanguard International Growth Fund | — | — | — | $6K | <0.1% | |
| Vanguard Wellesley Income Fund | — | — | — | $5K | <0.1% | |
| American Funds American Balanced Fund R6 | — | — | — | $5K | <0.1% | |
| Dodge & Cox Global Bond Fund ** 986 Dodge & Cox Income Fund | — | — | — | $4K | <0.1% | |
| Vanguard Real Estate Index Fund ** 13 Vanguard Short‐Term Corporate Bond Index Fund | — | — | — | $3K | <0.1% | |
| American Funds New World Fund R6 | — | — | — | $3K | <0.1% | |
| MFS International Diversification Fund R6 | — | — | — | $2K | <0.1% | |
| Vanguard Mid‐Cap Value Index Fund | — | — | — | $2K | <0.1% | |
| Fidelity Large Cap Value Index Fund ** 195 Fidelity Mid Cap Stock Fund | — | — | — | $2K | <0.1% | |
| Charles Schwab Interest Bearing Cash | — | — | — | $1K | <0.1% |
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