Lauren Magee signed The Woodbridge Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Woodbridge Group's EIN is 39-1505258.
Download the official 2024 Form 5500 (PDF) for The Woodbridge Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Woodbridge Group'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 | $189K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | INVESTMENT ADVISORY | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Common/Collective Funds Galliard Capital Management Stable Return PI Fund | Common Collective Trusts | — | — | $16.6M | 14.9% | |
| GALLIARD STABLE RETURN PI SEI TRUST COMPANY · EIN 82-6652363 / PN 001 | Common Collective Trust | — | — | $15.8M | 14.2% | |
| NYLI Winslow Large Cap Growth Fund | Other securities | — | — | $14.1M | 12.7% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $12.9M | 11.6% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $7.4M | 6.6% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $6.3M | 5.7% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $6.1M | 5.5% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $5.8M | 5.2% | |
| Carillon Eagle Mid Cap Growth Fund | Mutual Funds | — | — | $4.6M | 4.2% | |
| John Hancock III Disciplined V-I | Other securities | — | — | $4.4M | 3.9% | |
| American Funds Balanced Fund R6 | Mutual Funds | — | — | $4.3M | 3.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $3.7M | 3.3% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $3.6M | 3.2% | |
| Dodge and Cox International Stock Fund | Mutual Funds | — | — | $3.6M | 3.2% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $3.4M | 3.1% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $3.0M | 2.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $2.8M | 2.5% | |
| Participant Loans 4.25% to 9.50% - | Bonds / Notes | — | — | $2.5M | 2.3% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $2.2M | 2.0% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $981K | 0.9% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $910K | 0.8% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $706K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $545K | 0.5% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $521K | 0.5% | |
| Cohen & Steers Institutional Realty Shares Inc | Common Stocks | — | — | $512K | 0.5% | |
| New World Fund Inc | Common Stocks | — | — | $264K | 0.2% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $118K | 0.1% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / 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.
| USI CONSULTING GROUP | 06-1053228 | — | INVESTMENT ADVISORY | $27K | — |
| USI CONSULTING GROUP | 06-1053228 | — | CONSULTANT | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA | 13-5381590 | — | OTHER SERVICES | $14K | — |
