How big is Woods Services, Inc.'s plan?

Woods Services, Inc.'s plan reported $53.3M in assets and 1,764 participants for 2024.

Original filing (PDF)20250822120226NAL0005273249001

Woods Services, Inc.

Name: Woods Services, Inc. — Woods Services, Inc. 403(b), Form 5500 (2024)
Creator: Woods Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Woods Services, Inc. 403(b) Plan

403(b) retirement plan · Woods Services, Inc.'s Woods Services, Inc. 403(b) Plan held $53.3M in plan assets for 1,764 participants in 2024, with Principal as recordkeeper.

Signals · 1

No ERISA fidelity bond

Active participants

1,764

Accounts w/ balance

1,697

Plan assets (EOY)

$53.3M

Net assets (EOY)

$53.3M

People on this filing

Gerard Gleeson signed Woods Services, Inc.'s 2024 Form 5500 as plan administrator.

Gerard Gleeson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Woods Services, Inc.'s EIN is 23-1322002.

EIN 23-1322002

Plan number 001

Plan year 2024

ACK ID 20250822120226NAL0005273249001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Woods Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Woods Services, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

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

Plan health score

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

100

Knocking points off

No ERISA fidelity bond reported.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

WOODS SERVICES, INC.

EIN

all filings

Address

40 MARTIN GROSS DRIVE · LANGHORNE, PA · 190471616

Phone

(215) 750-4210

Industry

Health Care & Social Assistance

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

2025-08-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BELFINT, LYONS & SHUMAN, P.A.

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$106K	—

Investments

34 direct securities· $53.4M(100% of reported assets)

Mutual Funds

$46.0M

22 holdings

Common Collective Trusts

$3.2M

2 holdings

Bonds / Notes

$3.1M

1 holding

Other securities

$1.1M

9 holdings

					% of plan
American Funds 2030 Target Date Retirement R6 Fund Mutual Fund	Mutual Funds	—	—	$8.0M	15.0%
American Funds 2035 Target Date Retirement R6 Fund Mutual Fund	Mutual Funds	—	—	$7.7M	14.5%
American Funds 2040 Target Date Retirement R6 Fund Mutual Fund	Mutual Funds	—	—	$6.5M	12.2%
American Funds 2025 Target Date Retirement R6 Fund Mutual Fund	Mutual Funds	—	—	$5.2M	9.7%
American Funds 2045 Target Date Retirement R6 Fund Mutual Fund	Mutual Funds	—	—	$5.1M	9.5%
American Funds 2050 Target Date Retirement R6 Fund Mutual Fund	Mutual Funds	—	—	$4.2M	7.9%
Participant Loans Interest Rates 5.25 - 10.50% -	Bonds / Notes	—	—	$3.1M	5.8%
American Funds 2055 Target Date Retirement R6 Fund Mutual Fund	Mutual Funds	—	—	$3.0M	5.6%
American Funds 2020 Target Date Retirement R6 Fund Mutual Fund	Mutual Funds	—	—	$2.2M	4.2%
Principal Fixed Income Guaranteed Option Collective Trust	Common Collective Trusts	—	—	$2.1M	3.9%
American Funds 2060 Target Date Retirement R6 Fund Mutual Fund	Mutual Funds	—	—	$1.8M	3.3%
Vanguard 500 Index Admiral Fund Mutual Fund	Common Collective Trusts	—	—	$1.1M	2.1%
JP Morgan Large Cap Growth R6 Fund Mutual Fund	Other securities	—	—	$544K	1.0%
American Funds 2015 Target Date Retirement R6 Fund Mutual Fund	Mutual Funds	—	—	$480K	0.9%
American Funds 2065 Target Date Retirement R6 Fund Mutual Fund	Mutual Funds	—	—	$459K	0.9%
Vanguard Mid-Cap Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$256K	0.5%
Vanguard Small-Cap Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$244K	0.5%
DFA International Core Equity I Fund Mutual Fund	Mutual Funds	—	—	$234K	0.4%
PIMCO Income Institutional Fund Mutual Fund	Mutual Funds	—	—	$230K	0.4%
American Funds 2010 Target Date Retirement R6 Fund Mutual Fund	Mutual Funds	—	—	$198K	0.4%
Federated Hermes Total Return Bond R6 Fund Mutual Fund	Other securities	—	—	$187K	0.4%
Vanguard Total International Stock Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$138K	0.3%
MassMutual Mid Cap Growth I Fund Mutual Fund	Other securities	—	—	$127K	0.2%
DFA US Large Cap Value I Fund Mutual Fund	Mutual Funds	—	—	$121K	0.2%
MassMutual Mutual Fund	Other securities	—	—	$49K	<0.1%
Allspring Special Mid Cap Value R6 Mutual Fund	Other securities	—	—	$42K	<0.1%
(E)	Other securities	—	—	$42K	<0.1%
Hartford World Bond R6 Fund Mutual Fund	Other securities	—	—	$37K	<0.1%
(E)	Other securities	—	$9K	$26K	<0.1%
Vanguard Inflation-Protected Securities Admiral Fund Mutual Fund	Mutual Funds	—	—	$26K	<0.1%
JanusHenderson Triton Fund Class N Mutual Fund	Other securities	—	—	$22K	<0.1%
DFA Emerging Markets Small Cap I Fund Mutual Fund	Mutual Funds	—	—	$19K	<0.1%
Vanguard Emerging Markets Stock Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
American Funds 2070 Target Date Retirement R6 Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%