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Original filing (PDF)20251015154345NAL0006651808002
EASTERN ENGINEERED WOOD PRODUCTS, INC.
Form 5500
FILING_RECEIVED
EASTERN ENGINEERED WOOD PRODUCTS 401(K) PLAN
401(k) retirement plan
Active participants
92
Accounts w/ balance
142
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTERN ENGINEERED WOOD PRODUCTS, INC..
Plan sponsor
Name
EASTERN ENGINEERED WOOD PRODUCTS, INC.
EIN
23-2941528
Address
1254 EASTON ROAD · P.O. BOX 5424 · BETHLEHEM, PA · 180155912
Phone
(484) 853-3100
Industry
Wholesale Tradesee 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
2025-10-15
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS. AND ANNUITY CO | 71-0294708 | — | RECORDKEEPER | $5K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSTITUTIONAL INVESTMENT CONSULTING | 81-0635433 | — | SERVICE PROVIDER | $1K | — |
Investments
26 direct securities · 1 pooled fund· $12.7M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$12.7M
26 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIRE 2030 Pooled Separate Account | — | — | — | $2.3M | 17.9% | |
| JPMORGAN LGCP GRW FND R6 Pooled Separate Account | — | — | — | $1.8M | 13.5% | |
| VANGUARD TARGET RETIRE 2040 Pooled Separate Account | — | — | — | $1.3M | 10.1% | |
| VANGUARD TOTL STCK MKT INDEX FD ADM Pooled Separate Account | — | — | — | $853K | 6.5% | |
| VANGUARD TARGET RETIRE 2045 Pooled Separate Account | — | — | — | $738K | 5.7% | |
| VANGUARD TARGET RETIRE 2050 Pooled Separate Account | — | — | — | $709K | 5.4% | |
| VANGUARD TARGET RETIRE 2035 Pooled Separate Account | — | — | — | $553K | 4.2% | |
| VANGUARD TARGET RETIRE 2020 Pooled Separate Account | — | — | — | $490K | 3.8% | |
| VANGUARD TARGET RETIRE 2060 Pooled Separate Account | — | — | — | $478K | 3.7% | |
| VANGUARD TARGET RETIRE 2055 Pooled Separate Account | — | — | — | $463K | 3.5% | |
| VANGUARD EXPLORER FUND ADM Pooled Separate Account | — | — | — | $357K | 2.7% | |
| AMERICAN FUNDS EUROPACIFIC GRW R6 Pooled Separate Account | — | — | — | $339K | 2.6% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value VANGUARD MID-CAP INDEX FUND ADM Pooled Separate Account | — | — | — | $336K | 2.6% | |
| AMERICAN FUNDS WASH MUTUAL INV R6 Pooled Separate Account | — | — | — | $297K | 2.3% | |
| AMERICAN FUNDS AM BALANCED R6 Pooled Separate Account | — | — | — | $275K | 2.1% | |
| VANGUARD EMR MRKS STCK IND FD ADM Pooled Separate Account | — | — | — | $222K | 1.7% | |
| Insurance Contract * NOTES RECEIVABLE FROM PARTICIPANTS Interest Rates from 3.25% to 8.50% - | — | — | — | $216K | 1.7% | |
| VANGUARD TARGET RETIRE 2065 Pooled Separate Account | — | — | — | $187K | 1.4% | |
| DFA REAL ESTATE SECURITIES PORT INST Pooled Separate Account | — | — | — | $164K | 1.3% | |
| VANGUARD TARGET RETIRE 2025 Pooled Separate Account | — | — | — | $162K | 1.2% | |
| AMERICAN FUNDS BOND FND AMER R6 Pooled Separate Account | — | — | — | $161K | 1.2% | |
| TRANSAMERICA STABLE VALUE ASCEND OPTION Fully Benefit Responsive | — | — | — | $119K | 0.9% | |
| VANGUARD SMALL-CAP INDEX FUND ADM Pooled Separate Account | — | — | — | $101K | 0.8% | |
| DFA U.S. TARGETED VALUE PORT INSTL Pooled Separate Account | — | — | — | $31K | 0.2% | |
| VANGUARD TARGET RETIRE 2070 Pooled Separate Account | — | — | — | $11K | <0.1% | |
| AMERICAN CENT MID CAP VALUE FUND R6 Pooled Separate Account | — | — | — | $3K | <0.1% | |
| VARIABLE ANNUITY CONTRACT VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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