Original filing (PDF)20250926162956NAL0022030562001

TOM WOOD, INC.

Name: TOM WOOD, INC. — TOM WOOD GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TOM WOOD, INC.

Form 5500

FILING_RECEIVED

TOM WOOD GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

1 failed disclosure100% in single holding

Active participants

1,157

Accounts w/ balance

1,366

Plan assets (EOY)

$69.0M

Net assets (EOY)

$69.0M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

TOM WOOD, INC.

EIN

35-1363838

Address

9820 ASSOCIATION COURT · CARMEL, IN · 46280

Phone

(317) 574-2347

Industry

Retail Tradesee 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

2025-09-26

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)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$102K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP RETIREMENT	33-0905143	—	INVESTMENT ADVISOR	$61K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

1 direct security · 1 pooled fund· $2.8M(4% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$1.4M

1 holding

Common Collective Trust

$1.4M

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	GALLIARD STABLE RETURN FUND CORE	—	—	$1.6M	$1.4M	2.1%
	GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001

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