How big is Wood Financial Group, LLC's plan?

Wood Financial Group, LLC's plan reported $852K in assets and 33 participants for 2024.

Original filing (PDF)20250930181305NAL0019850482001

Wood Financial Group, LLC

Name: Wood Financial Group, LLC — Wood Financial Group, Form 5500 (2024)
Creator: Wood Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wood Financial Group 401(k) Plan

401(k) retirement plan · Wood Financial Group, LLC's Wood Financial Group 401(k) Plan held $852K in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$852K

Net assets (EOY)

$852K

People on this filing

Wesley Wood signed Wood Financial Group, LLC's 2024 Form 5500 as plan administrator.

Wesley Wood — 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

Wood Financial Group, LLC's EIN is 26-0262371.

EIN 26-0262371

Plan number 001

Plan year 2024

ACK ID 20250930181305NAL0019850482001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wood Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wood Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOOD FINANCIAL GROUP, LLC.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score