Original filing (PDF)20250905153339NAL0010671027001

P.W. WOOD & SON, INC.

Name: P.W. WOOD & SON, INC. — P.W. WOOD & SON, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: P.W. WOOD & SON, INC.

Form 5500-SF

FILING_RECEIVED

P.W. WOOD & SON, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$813K

Net assets (EOY)

$813K

Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for P.W. WOOD & SON, INC..

Plan sponsor

Name

P.W. WOOD & SON, INC.

EIN

15-0585215all filings

Address

2333 NORTH TRIPHAMMER ROAD · STE 501 · ITHICA, NY · 14850

Phone

(607) 266-3303

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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