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Original filing (PDF)20250618123600NAL0005768946003
W. W. WOOD PRODUCTS, INC.
Form 5500
FILING_RECEIVED
W.W. WOOD PRODUCTS, INC. 401K PLAN
401(k) retirement plan
Active participants
1,358
Accounts w/ balance
1,334
Plan assets (EOY)
$29.4M
Net assets (EOY)
$29.4M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 73 bps in Schedule C fees — 150% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W. W. WOOD PRODUCTS, INC..
Plan sponsor
Name
W. W. WOOD PRODUCTS, INC.
EIN
43-1125202
Address
P.O. BOX 50 · DUDLEY, MO · 63936
Phone
(573) 624-7090
Industry
Manufacturingsee all
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
2025-06-18
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $198K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | INVESTMENT ADVISORY | $15K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | BROKER | $0 | — |
Investments
13 direct securities· $29.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retirement Fund | — | — | — | $5.7M | 19.4% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $4.3M | 14.8% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $3.9M | 13.3% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $3.5M | 12.0% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $3.2M | 10.9% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $3.0M | 10.1% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $2.7M | 9.0% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $1.5M | 5.3% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $1.2M | 3.9% | |
| Registered Investment Companies American Funds 2020 Target Date Retirement Fund | — | — | — | $345K | 1.2% | |
| Fully Benefit-Responsive Investment Contract * Transamerica Life Insurance Company Stable Value Option | — | — | — | $42K | 0.1% | |
| American Funds 2070 Target Date Retirement Fund | — | — | — | $1K | <0.1% | |
| American Funds American Funds 2070 Trgt Date Retire R6 | — | — | — | $1K | <0.1% |