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WOODSTOCK CORPORATION — WOODSTOCK RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251016081425NAL0006079953001
WOODSTOCK CORPORATION
Form 5500-SF
FILING_RECEIVED
WOODSTOCK RETIREMENT TRUST
401(k) retirement plan
Active participants
19
Accounts w/ balance
29
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WOODSTOCK CORPORATION
.
Find decision makers
Plan sponsor
Name
WOODSTOCK CORPORATION
EIN
04-2443494
Address
101 ARCH STREET · SUITE 1000 · BOSTON, MA · 02110
Phone
(617) 227-0600
Industry
Finance & Insurance
see all
Plan administrator
Name
TRUSTEES OF THE WOODSTOCK RETIREMENT TRUST
EIN
04-2931903
City
BOSTON, MA
Phone
(617) 227-0600
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-10-16
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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