Kimcuc LE signed Woodbolt Distribution, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Woodbolt Distribution, LLC's EIN is 30-1413443.
Download the official 2023 Form 5500 (PDF) for Woodbolt Distribution, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Woodbolt Distribution, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| of Registered Investment Companies BlackRock LifePath Index 2050 K N/R | Mutual Funds | — | — | $2.7M | 15.1% | |
| Vanguard 500 Index Admiral N/R | Common Collective Trusts | — | — | $2.0M | 10.9% | |
| BlackRock LifePath Index 2055 K N/R | Other securities | — | — | $1.9M | 10.5% | |
| BlackRock LifePath Index 2045 K N/R | Other securities | — | — | $1.5M | 8.5% | |
| BlackRock LifePath Index 2060K N/R | Other securities | — | — | $1.3M | 7.4% | |
| BlackRock LifePath Index 2040 K N/R | Other securities | — | — | $940K | 5.2% | |
| BlackRock LifePath Index 2035 K N/R | Other securities | — | — | $884K | 4.9% | |
| JPMorgan Large Cap Growth R6 N/R | Other securities | — | — | $819K | 4.5% | |
| Hartford Schroders International STK SDR N/R | Other securities | — | — | $792K | 4.4% | |
| American Funds American Funds American Mutual R6 N/R | Mutual Funds | — | — | $711K | 3.9% | |
| Vanguard Small Cap Index Admiral N/R | Mutual Funds | — | — | $557K | 3.1% | |
| American Funds American Funds New World R6 N/R | Mutual Funds | — | — | $519K | 2.9% | |
| Vanguard International Growth Admiral N/R | Mutual Funds | — | — | $392K | 2.2% | |
| Vanguard Mid Cap Index Admiral N/R | Mutual Funds | — | — | $354K | 2.0% | |
| Janus Henderson Janus Henderson Flexible Bond N N/R | Mutual Funds | — | — | $295K | 1.6% | |
| MFS Mid Cap Value R6 N/R | Mutual Funds | — | — | $262K | 1.4% | |
| companies Fully Benefit-Responsive Investment Contract * Empower Annuity Insurance EI Fixed Account - Series Class I N/R | Other securities | — | — | $236K | 1.3% | |
| Franklin Small Cap Value R6 N/R | Mutual Funds | — | — | $221K | 1.2% | |
| BlackRock LifePath Index 2065 K N/R | Other securities | — | — | $220K | 1.2% | |
| Vanguard Balanced Index Admiral N/R | Mutual Funds | — | — | $217K | 1.2% | |
| Invesco Discovery R6 N/R | Mutual Funds | — | — | $200K | 1.1% | |
| BlackRock LifePath Index 2030 K N/R | Other securities | — | — | $199K | 1.1% | |
| Federated Hermes Federated Hermes Mdt Mid Cap Growth R6 N/R | Other securities | — | — | $198K | 1.1% | |
| Prudential Investment PGIM High-Yield R6 N/R | Other securities | — | — | $170K | 0.9% | |
| Management Columbia US Treasury Index Inst3 N/R | U.S. Treasuries | — | — | $140K | 0.8% | |
| Neuberger Berman Real Estate R6 N/R | Other securities | — | — | $137K | 0.8% | |
| Company of America Participant Loan * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $117K | 0.6% | |
| BlackRock LifePath Index 2025 K N/R | Other securities | — | — | $73K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $29K |
| — |
