Kelly Block signed Woodworth, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Woodworth, Inc.'s EIN is 38-2905648.
Download the official 2024 Form 5500 (PDF) for Woodworth, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Woodworth, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $15K | — |
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Great Gray Trust Company | Common Stocks | — | — | $963K | 18.2% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | — | $963K | 18.2% | |
| Great Gray Trust Company | Common Stocks | — | — | $848K | 16.1% | |
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | — | $848K | 16.1% | |
| Great Gray Trust Company | Common Stocks | — | — | $669K | 12.7% | |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | — | $669K | 12.7% | |
| Great Gray Trust Company | Common Stocks | — | — | $426K | 8.1% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | — | $426K | 8.1% | |
| Great Gray Trust Company | Common Stocks | — | — | $373K | 7.1% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | — | — | $373K | 7.1% | |
| Principal Life Insurance Company | Common Stocks | — | — | $257K | 4.9% | |
| Participant Loans | Participant loans | — | — | $248K | 4.7% | |
| Great Gray Trust Company | Common Stocks | — | — | $239K | 4.5% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $239K | 4.5% | |
| Great Gray Trust Company | Common Stocks | — | — | $225K | 4.3% | |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001 | Common Collective Trust | — | — | $225K | 4.3% | |
| Great Gray Trust Company | Common Stocks | — | — | $174K | 3.3% | |
| RETIREPILOT AGG 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304116 / PN 001 | Common Collective Trust | — | — | $174K | 3.3% | |
| Fidelity Investments | Mutual Funds | — | — | $170K | 3.2% | |
| Great Gray Trust Company | Common Stocks | — | — | $170K | 3.2% | |
| LARGE CAP GROWTH FUND II I1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $170K | 3.2% | |
| Great Gray Trust Company | Common Stocks | — | — | $100K | 1.9% | |
| RETIREPILOT AGG RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304111 / PN 001 | Common Collective Trust | — | — | $100K | 1.9% | |
| Fidelity Investments | Mutual Funds | — | — | $100K | 1.9% | |
| PGIM Investments | Other securities | — | — | $55K | 1.0% | |
| Great Gray Trust Company | Common Stocks | — | — | $49K | 0.9% | |
| MID CAP VALUE FUND II CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $49K | 0.9% | |
| Fidelity Investments | Mutual Funds | — | — | $44K | 0.8% | |
| Fidelity Investments | Mutual Funds | — | — | $38K | 0.7% | |
| Great Gray Trust Company | Common Stocks | — | — | $35K | 0.7% | |
| SMALL CAP VALUE II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $35K | 0.7% | |
| Great Gray Trust Company | Common Stocks | — | — | $30K | 0.6% | |
| MID CAP GROWTH II CLASS I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $30K | 0.6% | |
| Fidelity Investments | Mutual Funds | — | — | $23K | 0.4% | |
| Great Gray Trust Company | Common Stocks | — | — | $22K | 0.4% | |
| RETIREPILOT AGG 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304115 / PN 001 | Common Collective Trust | — | — | $22K | 0.4% | |
| Cohen & Steers | Other securities | — | — | $19K | 0.4% | |
| Great Gray Trust Company | Common Stocks | — | — | $2K | <0.1% | |
| SMALL CAP GROWTH FUND II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $2K | <0.1% | |
| Great Gray Trust Company | Common Stocks | — | — | $713 | <0.1% | |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | — | — | $712 | <0.1% | |
| Great Gray Trust Company | Common Stocks | — | — | $492 | <0.1% | |
| EMERGING MARKETS II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $492 | <0.1% | |
| RETIREPILOT AGG 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304112 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREPILOT MOD 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304106 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT ADVANTAGE INC | — | AUBURN HILLS, MI | CONTRACT ADMIN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | — | CHICAGO, IL | OTHER | $580 | — |
