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Original filing (PDF)20250919140635NAL0001109475001
WOODBOLT DISTRIBUTION, LLC
Form 5500
FILING_RECEIVED
WOODBOLT DISTRIBUTION 401(K) PLAN
401(k) retirement plan
Active participants
387
Accounts w/ balance
436
Plan assets (EOY)
$23.9M
Net assets (EOY)
$23.9M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODBOLT DISTRIBUTION, LLC.
Plan sponsor
Name
WOODBOLT DISTRIBUTION, LLC
EIN
20-0695784
Address
332 GRACE LANE · AUSTIN, TX · 78746
Phone
(800) 870-2070
Industry
Management of Companies / Holdingssee 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
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $54K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $35K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $17K | — |
Investments
28 direct securities· $23.9M(100% of reported assets)
Uncategorized
$20.6M
27 holdings
Mutual Funds
$3.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral N/R | Mutual Funds | — | — | $3.3M | 13.8% | |
| BlackRock LifePath Index 2050 K N/R | — | — | — | $2.9M | 12.3% | |
| BlackRock LifePath Index 2045 K N/R | — | — | — | $2.4M | 10.1% | |
| BlackRock LifePath Index 2055 K N/R | — | — | — | $2.4M | 10.0% | |
| BlackRock LifePath Index 2060K N/R | — | — | — | $1.7M | 7.3% | |
| JPMorgan Large Cap Growth R6 N/R | — | — | — | $1.3M | 5.3% | |
| BlackRock LifePath Index 2040 K N/R | — | — | — | $1.1M | 4.4% | |
| American Funds American Funds New World R6 N/R | — | — | — | $963K | 4.0% | |
| American Funds American Funds American Mutual R6 N/R | — | — | — | $913K | 3.8% | |
| Hartford Schroders International STK SDR N/R | — | — | — | $803K | 3.4% | |
| BlackRock LifePath Index 2065 K N/R | — | — | — | $774K | 3.2% | |
| BlackRock LifePath Index 2035 K N/R | — | — | — | $695K | 2.9% | |
| Vanguard Small Cap Index Admiral N/R | — | — | — | $683K | 2.9% | |
| Vanguard Mid Cap Index Admiral N/R | — | — | — | $518K | 2.2% | |
| Vanguard Balanced Index Admiral N/R | — | — | — | $457K | 1.9% | |
| Vanguard International Growth Admiral N/R | — | — | — | $426K | 1.8% | |
| Invesco Discovery R6 N/R | — | — | — | $297K | 1.2% | |
| Janus Henderson Janus Henderson Flexible Bond N N/R | — | — | — | $282K | 1.2% | |
| Company of America Participant Loans * Participant Loans Interest rates: 4.50% - 9.50% $0 | — | — | — | $273K | 1.1% | |
| Federated Hermes Federated Hermes Mdt Mid Cap Growth R6 N/R | — | — | — | $250K | 1.0% | |
| BlackRock LifePath Index 2030 K N/R | — | — | — | $233K | 1.0% | |
| Franklin Small Cap Value R6 N/R | — | — | — | $221K | 0.9% | |
| Columbia US Treasury Index Inst3 N/R | — | — | — | $201K | 0.8% | |
| MFS Mid Cap Value R6 N/R | — | — | — | $185K | 0.8% | |
| Neuberger Berman Real Estate R6 N/R | — | — | — | $182K | 0.8% | |
| Fully Benefit-Responsive Investment Contract * Empower Annuity Insurance EI Fixed Account - Series Class I N/R | — | — | — | $169K | 0.7% | |
| BlackRock LifePath Index Retirement K N/R | — | — | — | $164K | 0.7% | |
| Prudential Investment PGIM High-Yield R6 N/R | — | — | — | $123K | 0.5% |
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