Jane Bonynge signed Woodland Centers' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Woodland Centers' EIN is 41-0810019.
Download the official 2024 Form 5500 (PDF) for Woodland Centers from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Woodland Centers' 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTENSEN GROUP FINANCIAL LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2035 K | Other securities | — | — | $1.8M | 11.7% | |
| BlackRock Lifepath Index 2040 K | Other securities | — | — | $1.7M | 10.9% | |
| BlackRock Lifepath Index 2030 K | Other securities | — | — | $1.5M | 9.6% | |
| BlackRock Lifepath Index Retirement K | Other securities | — | — | $1.3M | 8.4% | |
| BlackRock Lifepath Index 2055 K | Other securities | — | — | $1.2M | 8.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.2M | 8.0% | |
| BlackRock Lifepath Index 2050 K | Other securities | — | — | $1.1M | 7.2% | |
| American Beacon Small Cap Growth Z | Mutual Funds | — | — | $967K | 6.3% | |
| BlackRock Lifepath Index 2045 K | Other securities | — | — | $758K | 4.9% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $666K | 4.3% | |
| BlackRock Lifepath Index 2060 K | Other securities | — | — | $480K | 3.1% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $465K | 3.0% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $461K | 3.0% | |
| Fixed Annuities * *Empower Annuity Insurance Company of America Guaranteed Interest Account | Common Stocks | — | — | $445K | 2.9% | |
| maturities through March 2032 | Other securities | — | — | $233K | 1.5% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $220K | 1.4% | |
| MFS Value R6 | Mutual Funds | — | — | $214K | 1.4% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $200K | 1.3% | |
| Fidelity Advisor Small Cap Value I | Mutual Funds | — | — | $197K | 1.3% | |
| Nuveen Mid Cap Value R6 | Mutual Funds | — | — | $180K | 1.2% | |
| BlackRock Lifepath Index 2065 K | Other securities | — | — | $111K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| EDEN PRAIRIE, MN |
| INVESTMENT ADVISOR |
| $35K |
| — |
