Original filing (PDF)20250925162524NAL0019903522001

WOOD-MIZER HOLDINGS, INC

Name: WOOD-MIZER HOLDINGS, INC — WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: WOOD-MIZER HOLDINGS, INC

Form 5500

FILING_RECEIVED

WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

418

Accounts w/ balance

714

Plan assets (EOY)

$107.5M

Net assets (EOY)

$104.5M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOOD-MIZER HOLDINGS, INC.

Plan sponsor

Name

WOOD-MIZER HOLDINGS, INC

EIN

35-1295069

Address

8180 W 10TH ST · INDIANAPOLIS, IN · 462142430

Phone

(317) 271-1542

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2F · ERISA section 404(c)

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

PILE CPA'S

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $107.5M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Wood-Mizer Holdings, Inc	—	—	$27.2M	$107.4M	99.9%
	Federated Hermes Treasury Obligation	—	—	$133K	$133K	0.1%

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