Original filing (PDF)20251014092908NAL0003532176001

WOODCRAFT, LLC

Name: WOODCRAFT, LLC — WOODCRAFT 401K PLAN, Form 5500 (2024)
Creator: WOODCRAFT, LLC

Form 5500

FILING_RECEIVED

WOODCRAFT 401K PLAN

401(k) retirement plan

Signals · 3

Late participant contributionsCorrective distributions issuedNo recordkeeper disclosed

Active participants

226

Accounts w/ balance

242

Plan assets (EOY)

$13.2M

Net assets (EOY)

$13.2M

How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODCRAFT, LLC.

Plan sponsor

Name

WOODCRAFT, LLC

EIN

20-4442513

Address

1177 ROSEMAR ROAD · P.O. BOX 1686 · PARKERSBURG, WV · 261021686

Phone

(304) 422-5412

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
PEOPLES BANK	47-4169196	MARIETTA, OH	CUSTODIAN/TRUSTEE	$61K	—

Investments

40 direct securities· $12.7M(97% of reported assets)

Other securities

$10.9M

37 holdings

Cash / Money Market

$1.0M

2 holdings

U.S. Treasuries

$834K

1 holding

					% of plan
Vanguard 500 Index Fund-Admiral Mutual Fund	Other securities	—	—	$2.5M	19.2%
Fidelity Government Money Market Fund Premium Mutual Fund	Cash / Money Market	—	—	$1.0M	7.7%
Vanguard Growth Index-Admiral Mutual Fund	Other securities	—	—	$989K	7.5%
Fidelity Intermediate Treasury Bond Index Fund Mutual Fund	U.S. Treasuries	—	—	$834K	6.3%
Vanguard Target Retirement 2045 Fund Mutual Fund	Other securities	—	—	$798K	6.1%
JPMorgan Short Duration Bond Fund R6 Mutual Fund	Other securities	—	—	$785K	6.0%
Vanguard ST Investment Grade-Admiral Mutual Fund	Other securities	—	—	$603K	4.6%
JPMorgan Core Bond Fund Class R6 Mutual Fund	Other securities	—	—	$477K	3.6%
JPMorgan Large Cap Growth Fund Mutual Fund	Other securities	—	—	$411K	3.1%
JPMorgan U.S. Equity Fund Class R6 Mutual Fund	Other securities	—	—	$395K	3.0%
Vanguard Mid Cap Index-Admiral Mutual Fund	Other securities	—	—	$369K	2.8%
Vanguard Small Cap Index- Admiral Mutual Fund	Other securities	—	—	$341K	2.6%
Vanguard Equity Income-Admiral Mutual Fund	Other securities	—	—	$334K	2.5%
PIMCO Income Institutional Mutual Fund	Other securities	—	—	$303K	2.3%
Vanguard Target Retirement 2020 Fund Mutual Fund	Other securities	—	—	$284K	2.2%
Thrivent Large Cap Value Fund Class S Mutual Fund	Other securities	—	—	$274K	2.1%
DFA International Value Mutual Fund	Other securities	—	—	$272K	2.1%
Fidelity International Index Fund Mutual Fund	Other securities	—	—	$270K	2.0%
Vanguard Target Retirement 2030 Fund Mutual Fund	Other securities	—	—	$252K	1.9%
Vanguard Target Retirement 2025 Fund Mutual Fund	Other securities	—	—	$205K	1.6%
DFA US Small Cap I Mutual Fund	Other securities	—	—	$170K	1.3%
Vanguard Target Retirement 2050 Fund Mutual Fund	Other securities	—	—	$162K	1.2%
Vanguard Target Retirement 2040 Fund Mutual Fund	Other securities	—	—	$93K	0.7%
Principal Small Cap Growth I Institutional Mutual Fund	Other securities	—	—	$70K	0.5%
JPMorgan US Equity R5 Mutual Fund	Other securities	—	—	$69K	0.5%
Vanguard Balanced Index-Admiral Mutual Fund	Other securities	—	—	$67K	0.5%
Fidelity Puritan Fund Mutual Fund	Other securities	—	—	$59K	0.4%
Vanguard Target Retirement 2055 Fund Mutual Fund	Other securities	—	—	$56K	0.4%
JPMorgan Equity Income Fund Class R6 Mutual Fund	Other securities	—	—	$47K	0.4%
Vanguard International Growth Fund Mutual Fund	Other securities	—	—	$43K	0.3%
Vanguard Wellesley Income- Admiral Mutual Fund	Other securities	—	—	$41K	0.3%
Vanguard Short Term Bond Index Admiral Mutual Fund	Other securities	—	—	$35K	0.3%
Vanguard Target Retirement 2060 Fund Mutual Fund	Other securities	—	—	$33K	0.3%
Dodge & Cox Income Fund Mutual Fund	Other securities	—	—	$26K	0.2%
Vanguard Value Index-Admiral Mutual Fund	Other securities	—	—	$15K	0.1%
Vanguard Target Retirement 2035 Fund Mutual Fund	Other securities	—	—	$10K	<0.1%
Principal Short Term Income Mutual Fund	Other securities	—	—	$6K	<0.1%
JPMorgan US Government Money Market Mutual Fund	Cash / Money Market	—	—	$3K	<0.1%
Vanguard Emerging Mkts Stock Index- Admiral Mutual Fund	Other securities	—	—	$1K	<0.1%
Fidelity Small Cap Index Institutional Premium Mutual Fund	Other securities	—	—	$1K	<0.1%