How big is Westminster Services, Inc.'s plan?

Westminster Services, Inc.'s plan reported $41.8M in assets and 2,524 participants for 2024.

Original filing (PDF)20251013084507NAL0002200482005

Westminster Services, Inc.

Name: Westminster Services, Inc. — Westminster Services, Form 5500 (2024)
Creator: Westminster Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Westminster Services, Inc. 403(b) Plan

403(b) retirement plan · Westminster Services, Inc.'s Westminster Services, Inc. 403(b) Plan held $41.8M in plan assets for 2,524 participants in 2024, with Principal as recordkeeper.

Signals · 1

83% employer stock

Active participants

2,524

Accounts w/ balance

2,443

Plan assets (EOY)

$41.8M

Net assets (EOY)

$41.8M

People on this filing

Jennifer Martens signed Westminster Services, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Martens — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Westminster Services, Inc.'s EIN is 59-3614812.

EIN 59-3614812

Plan number 002

Plan year 2024

ACK ID 20251013084507NAL0002200482005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westminster Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westminster Services, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

58 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (14th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

WESTMINSTER SERVICES, INC.

EIN

all filings

Address

80 WEST LUCERNE CIRCLE · ORLANDO, FL · 32801

Phone

(407) 839-5050

Industry

Health Care & Social Assistance

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

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$252K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MGMT LLC	36-4317381	—	IND ADV, PARTICIPANTS	$0	—

Investments

58 direct securities· $41.8M(100% of reported assets)

Common Stocks

$34.7M

18 holdings

Mutual Funds

$3.3M

19 holdings

Common Collective Trusts

$1.8M

1 holding

Other securities

$1.0M

19 holdings

Bonds / Notes

$982K

1 holding

					% of plan
Principal Funds Inc Principal Lifetime Hybrid 2025 R6	Common Stocks	—	—	$7.3M	17.4%
Principal Funds Inc Principal Lifetime Hybrid 2035 R6	Common Stocks	—	—	$6.2M	14.8%
Principal Funds Inc Principal Lifetime Hybrid 2030 R6	Common Stocks	—	—	$5.8M	13.9%
Principal Funds Inc Principal Lifetime Hybrid 2040 R6	Common Stocks	—	—	$2.8M	6.7%
Principal Funds Inc Principal Lifetime Hybrid 2045 R6	Common Stocks	—	—	$2.6M	6.3%
Principal Funds Inc Principal Lifetime Hybrid 2020 R6	Common Stocks	—	—	$2.3M	5.5%
Principal Funds Inc Principal Lifetime Hybrid 2050 R6	Common Stocks	—	—	$2.1M	5.0%
Vanguard Group Vanguard 500 Index Adm	Common Collective Trusts	—	—	$1.8M	4.2%
Principal Funds Inc Principal Lifetime Hybrid 2055 R6	Common Stocks	—	—	$1.6M	3.8%
Participant Loans Interest rates of 3.00% to 5.25%	Bonds / Notes	—	—	$982K	2.3%
Principal Life Insurance Company Principal Fixed Income Guaranteed Option	Common Stocks	—	—	$921K	2.2%
Principal Funds Inc Principal Blue Chip R6 Fund	Common Stocks	—	—	$775K	1.9%
Principal Funds Inc Principal Lifetime Hybrid 2015 R6	Common Stocks	—	—	$659K	1.6%
Principal Funds Inc Principal Lifetime Hybrid 2060 R6	Common Stocks	—	—	$574K	1.4%
Vanguard Group Vanguard Equity Income Adm	Mutual Funds	—	—	$565K	1.4%
Principal Funds Inc Principal Lifetime Hybrid 2065 R6	Common Stocks	—	—	$434K	1.0%
Brighthouse Financial Fixed Rider	Other securities	—	—	$408K	1.0%
Dodge and Cox Funds Dodge & Cox Income I Fund	Mutual Funds	—	—	$371K	0.9%
Vanguard Group Vanguard Midcap Index Adm	Mutual Funds	—	—	$349K	0.8%
MFS ResearchInternational 3 * MetLife Stock Index Portfolio	Mutual Funds	—	—	$348K	0.8%
Vanguard Group Vanguard Smallcap Index Adm	Mutual Funds	—	—	$341K	0.8%
MFS Investment Management MFS Mid Cap Value R6	Mutual Funds	—	—	$336K	0.8%
Vanguard Group Vanguard Developing Mkts Index Adm	Mutual Funds	—	—	$260K	0.6%
Principal Funds Inc Principal Lifetime Hybrid Inc R6	Common Stocks	—	—	$254K	0.6%
Dimensional Fund Advisors DFA US Targeted Value I Fund	Mutual Funds	—	—	$240K	0.6%
Principal Funds Inc Principal Real Estate Securities R6	Common Stocks	—	—	$191K	0.5%
The American Funds American Funds US Govt Sec R6	Mutual Funds	—	—	$181K	0.4%
Jennison Growth Portfolio	Other securities	—	—	$123K	0.3%
Vanguard Group Vanguard Midcap Growth Index Adm	Mutual Funds	—	—	$121K	0.3%
Principal Funds Inc Principal Smallcap Growth I R6	Common Stocks	—	—	$105K	0.3%
Loomis Sayles Loomis Sayles Growth Port	Other securities	—	—	$97K	0.2%
Principal Funds Inc Principal Lifetime Hybrid 2070 R6	Common Stocks	—	—	$94K	0.2%
Loomis Sayles Loomis Sayles Global All Port	Other securities	—	—	$82K	0.2%
Wellington BH/Wellington Balanced	Other securities	—	—	$77K	0.2%
Invesco Funds Group, Inc. Inv EQV Emerging Markets All Cap R6	Mutual Funds	—	—	$68K	0.2%
Invesco Global Equity Port	Mutual Funds	—	—	$68K	0.2%
BlackRock High Yield	Other securities	—	—	$53K	0.1%
West Asset Management West Asset Management U.S. Gov't Portfolio	Other securities	—	—	$40K	<0.1%
Fidelity VIP Equity Income	Mutual Funds	—	—	$37K	<0.1%
BlackRock Bnd Income-Cl A	Common Stocks	—	—	$35K	<0.1%
MetLife MSCI EAFE Index 258 * T. Rowe Price T. Rowe Price Small CapGr	Other securities	—	—	$31K	<0.1%
Brighthouse Financial Brighthouse Small Cap Val	Other securities	—	—	$28K	<0.1%
Legg Mason CB Var Lg Cap Gr Prt	Other securities	—	—	$21K	<0.1%
Fidelity ContraFund - SC2	Mutual Funds	—	—	$16K	<0.1%
T. Rowe Price T. Ro Pri Lg Cap Gro Port	Other securities	—	—	$14K	<0.1%
Fidelity High Income Portfolio IC	Mutual Funds	—	—	$13K	<0.1%
Frontier Mid Cap Growth Portfolio	Other securities	—	—	$13K	<0.1%
Brighthouse Financial BH Asset All 60 607 * Brighthouse Financial BH Asset All 80	Other securities	—	—	$11K	<0.1%
Brighthouse Financial BH/Wellington CoEquityOpp	Other securities	—	—	$9K	<0.1%
Metlife Met Aggregate Bond Index	Other securities	—	—	$8K	<0.1%