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Original filing (PDF)20251014092908NAL0003532176001
WOODCRAFT, LLC
Form 5500
FILING_RECEIVED
WOODCRAFT 401K PLAN
401(k) retirement plan
Signals · 1
No 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
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 60% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
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
Audit & trust (Schedule H)
Auditor
MCKONLY ASBURY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsCustodian
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund-Admiral Mutual Fund | — | — | — | $2.5M | 19.2% | |
| Fidelity Government Money Market Fund Premium Mutual Fund | — | — | — | $1.0M | 7.7% | |
| Vanguard Growth Index-Admiral Mutual Fund | — | — | — | $989K | 7.5% | |
| Fidelity Intermediate Treasury Bond Index Fund Mutual Fund | — | — | — | $834K | 6.3% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $798K | 6.1% | |
| JPMorgan Short Duration Bond Fund R6 Mutual Fund | — | — | — | $785K | 6.0% | |
| Vanguard ST Investment Grade-Admiral Mutual Fund | — | — | — | $603K | 4.6% | |
| JPMorgan Core Bond Fund Class R6 Mutual Fund | — | — | — | $477K | 3.6% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $411K | 3.1% | |
| JPMorgan U.S. Equity Fund Class R6 Mutual Fund | — | — | — | $395K | 3.0% | |
| Vanguard Mid Cap Index-Admiral Mutual Fund | — | — | — | $369K | 2.8% | |
| Vanguard Small Cap Index- Admiral Mutual Fund | — | — | — | $341K | 2.6% | |
| Vanguard Equity Income-Admiral Mutual Fund | — | — | — | $334K | 2.5% | |
| PIMCO Income Institutional Mutual Fund | — | — | — | $303K | 2.3% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $284K | 2.2% | |
| Thrivent Large Cap Value Fund Class S Mutual Fund | — | — | — | $274K | 2.1% | |
| DFA International Value Mutual Fund | — | — | — | $272K | 2.1% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $270K | 2.0% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $252K | 1.9% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $205K | 1.6% | |
| DFA US Small Cap I Mutual Fund | — | — | — | $170K | 1.3% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $162K | 1.2% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $93K | 0.7% | |
| Principal Small Cap Growth I Institutional Mutual Fund | — | — | — | $70K | 0.5% | |
| JPMorgan US Equity R5 Mutual Fund | — | — | — | $69K | 0.5% | |
| Vanguard Balanced Index-Admiral Mutual Fund | — | — | — | $67K | 0.5% | |
| Fidelity Puritan Fund Mutual Fund | — | — | — | $59K | 0.4% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $56K | 0.4% | |
| JPMorgan Equity Income Fund Class R6 Mutual Fund | — | — | — | $47K | 0.4% | |
| Vanguard International Growth Fund Mutual Fund | — | — | — | $43K | 0.3% | |
| Vanguard Wellesley Income- Admiral Mutual Fund | — | — | — | $41K | 0.3% | |
| Vanguard Short Term Bond Index Admiral Mutual Fund | — | — | — | $35K | 0.3% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $33K | 0.3% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $26K | 0.2% | |
| Vanguard Value Index-Admiral Mutual Fund | — | — | — | $15K | 0.1% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $10K | <0.1% | |
| Principal Short Term Income Mutual Fund | — | — | — | $6K | <0.1% | |
| JPMorgan US Government Money Market Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Emerging Mkts Stock Index- Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Fidelity Small Cap Index Institutional Premium Mutual Fund | — | — | — | $1K | <0.1% |
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