How big is New Wood Resources, LLC's plan?

New Wood Resources, LLC's plan reported $6.7M in assets and 242 participants for 2024.

Original filing (PDF)20250916125600NAL0001980449001

New Wood Resources, LLC

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

Form 5500

FILING_RECEIVED

Wood Resources Employee Savings Plan

401(k) retirement plan · New Wood Resources, LLC's Wood Resources Employee Savings Plan held $6.7M in plan assets for 242 participants in 2024, with Empower as recordkeeper.

Active participants

242

Accounts w/ balance

185

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

Chasta Rauccio signed New Wood Resources, LLC's 2024 Form 5500 as plan administrator.

Chasta Rauccio — 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

New Wood Resources, LLC's EIN is 35-2485150.

EIN 35-2485150

Plan number 001

Plan year 2024

ACK ID 20250916125600NAL0001980449001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

New Wood Resources, 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 NEW WOOD RESOURCES, LLC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

NEW WOOD RESOURCES, LLC

EIN

all filings

Address

1487 S CHURCH AVE · LOUISVILLE, MS · 39339

Phone

(662) 446-1916

Industry

Manufacturing

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

2025-09-16

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$24K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$41	—

Investments

29 direct securities· $6.7M(100% of reported assets)

Mutual Funds

$3.8M

22 holdings

Common Collective Trusts

$1.6M

2 holdings

Other securities

$600K

3 holdings

Stable Value

$372K

1 holding

Bonds / Notes

$258K

1 holding

					% of plan
FIDELITY 500 INDEX Mutual Fund N/A	Common Collective Trusts	—	—	$1.6M	23.7%
AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$451K	6.8%
AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$394K	5.9%
Great-West Fixed Account-Series I Guaranteed Investment Contract N/A	Stable Value	—	—	$372K	5.6%
AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$368K	5.5%
AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$342K	5.1%
AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$298K	4.5%
AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$297K	4.5%
JPMORGAN LARGE CAP GROWTH R6 Mutual Fund N/A	Other securities	—	—	$276K	4.1%
Notes receivable from participants Maturing 2025-2032 at interest rates of 4.25% - 9.50% -	Bonds / Notes	—	—	$258K	3.9%
FIDELITY LOW-PRICED STOCK K Mutual Fund N/A	Mutual Funds	—	—	$248K	3.7%
BLACKROCK HEALTH SCIENCES OPPS K Mutual Fund N/A	Other securities	—	—	$238K	3.6%
FIDELITY MID CAP INDEX Mutual Fund N/A	Mutual Funds	—	—	$233K	3.5%
AMERICAN FUNDS BOND FUND OF AMER R6 Mutual Fund N/A	Mutual Funds	—	—	$221K	3.3%
AMERICAN FUNDS CAPITAL INC BLDR R6 Mutual Fund N/A	Mutual Funds	—	—	$207K	3.1%
AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$153K	2.3%
AMERICAN FUNDS AMERICAN MUTUAL R6 Mutual Fund N/A	Mutual Funds	—	—	$145K	2.2%
AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 Mutual Fund N/A 864 AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$139K	2.1%
DFA US TARGETED VALUE I Mutual Fund N/A	Mutual Funds	—	—	$135K	2.0%
AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$97K	1.5%
AMERICAN CENTURY SMALL CAP GROWTH R6 Mutual Fund N/A	Other securities	—	—	$86K	1.3%
AMERICAN FUNDS RETIRE INC PORT-CNSRV R6 Mutual Fund N/A	Mutual Funds	—	—	$56K	0.8%
AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$18K	0.3%
DFA SELECTIVELY HEDGED GLOBAL F/I I Mutual Fund N/A	Mutual Funds	—	—	$17K	0.2%
STATE STREET HEDGED INTL DEV EQ IDX K Mutual Fund N/A	Common Collective Trusts	—	—	$11K	0.2%
FIDELITY INFLATION PROTECTED BOND INDEX Mutual Fund N/A	Mutual Funds	—	—	$7K	0.1%
MFS INTERNATIONAL GROWTH R6 Mutual Fund N/A	Mutual Funds	—	—	$5K	<0.1%
FIDELITY SMALL CAP INDEX Mutual Fund N/A	Mutual Funds	—	—	$4K	<0.1%
FIDELITY U.S. SUSTAINABILITY INDEX Mutual Fund N/A 859 FIDELITY ADVISOR TOTAL BOND Z Mutual Fund N/A	Mutual Funds	—	—	$2K	<0.1%