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Original filing (PDF)20250822120226NAL0005273249001
WOODS SERVICES, INC.
Form 5500
FILING_RECEIVED
WOODS SERVICES, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,764
Accounts w/ balance
1,697
Plan assets (EOY)
$53.3M
Net assets (EOY)
$53.3M
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 (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODS SERVICES, INC..
Plan sponsor
Name
WOODS SERVICES, INC.
EIN
23-1322002
Address
40 MARTIN GROSS DRIVE · LANGHORNE, PA · 190471616
Phone
(215) 750-4210
Industry
Health Care & Social Assistancesee 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
2025-08-22
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
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement R6 Fund Mutual Fund | — | — | — | $8.0M | 15.0% | |
| American Funds 2035 Target Date Retirement R6 Fund Mutual Fund | — | — | — | $7.7M | 14.5% | |
| American Funds 2040 Target Date Retirement R6 Fund Mutual Fund | — | — | — | $6.5M | 12.2% | |
| American Funds 2025 Target Date Retirement R6 Fund Mutual Fund | — | — | — | $5.2M | 9.7% | |
| American Funds 2045 Target Date Retirement R6 Fund Mutual Fund | — | — | — | $5.1M | 9.5% | |
| American Funds 2050 Target Date Retirement R6 Fund Mutual Fund | — | — | — | $4.2M | 7.9% | |
| Participant Loans Interest Rates 5.25 - 10.50% - | — | — | — | $3.1M | 5.8% | |
| American Funds 2055 Target Date Retirement R6 Fund Mutual Fund | — | — | — | $3.0M | 5.6% | |
| American Funds 2020 Target Date Retirement R6 Fund Mutual Fund | — | — | — | $2.2M | 4.2% | |
| Principal Fixed Income Guaranteed Option Collective Trust | — | — | — | $2.1M | 3.9% | |
| American Funds 2060 Target Date Retirement R6 Fund Mutual Fund | — | — | — | $1.8M | 3.3% | |
| Vanguard 500 Index Admiral Fund Mutual Fund | — | — | — | $1.1M | 2.1% | |
| JP Morgan Large Cap Growth R6 Fund Mutual Fund | — | — | — | $544K | 1.0% | |
| American Funds 2015 Target Date Retirement R6 Fund Mutual Fund | — | — | — | $480K | 0.9% | |
| American Funds 2065 Target Date Retirement R6 Fund Mutual Fund | — | — | — | $459K | 0.9% | |
| Vanguard Mid-Cap Index Admiral Fund Mutual Fund | — | — | — | $256K | 0.5% | |
| Vanguard Small-Cap Index Admiral Fund Mutual Fund | — | — | — | $244K | 0.5% | |
| DFA International Core Equity I Fund Mutual Fund | — | — | — | $234K | 0.4% | |
| PIMCO Income Institutional Fund Mutual Fund | — | — | — | $230K | 0.4% | |
| American Funds 2010 Target Date Retirement R6 Fund Mutual Fund | — | — | — | $198K | 0.4% | |
| Federated Hermes Total Return Bond R6 Fund Mutual Fund | — | — | — | $187K | 0.4% | |
| Vanguard Total International Stock Index Admiral Fund Mutual Fund | — | — | — | $138K | 0.3% | |
| MassMutual Mid Cap Growth I Fund Mutual Fund | — | — | — | $127K | 0.2% | |
| DFA US Large Cap Value I Fund Mutual Fund | — | — | — | $121K | 0.2% | |
| MassMutual Mutual Fund | — | — | — | $49K | <0.1% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | — | — | — | $42K | <0.1% | |
| (E) | — | — | — | $42K | <0.1% | |
| Hartford World Bond R6 Fund Mutual Fund | — | — | — | $37K | <0.1% | |
| (E) | — | — | $9K | $26K | <0.1% | |
| Vanguard Inflation-Protected Securities Admiral Fund Mutual Fund | — | — | — | $26K | <0.1% | |
| JanusHenderson Triton Fund Class N Mutual Fund | — | — | — | $22K | <0.1% | |
| DFA Emerging Markets Small Cap I Fund Mutual Fund | — | — | — | $19K | <0.1% | |
| Vanguard Emerging Markets Stock Index Admiral Fund Mutual Fund | — | — | — | $9K | <0.1% | |
| American Funds 2070 Target Date Retirement R6 Fund Mutual Fund | — | — | — | $2K | <0.1% |
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