How big is Wood Wealth Group, LLC's plan?

Wood Wealth Group, LLC's plan reported $304K in assets and 9 participants for 2024.

Original filing (PDF)20250710190102NAL0003716611001

Wood Wealth Group, LLC

Name: Wood Wealth Group, LLC — Wood Wealth Group 401(k), Form 5500 (2024)
Creator: Wood Wealth Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wood Wealth Group 401(k) Plan

401(k) retirement plan · Wood Wealth Group, LLC's Wood Wealth Group 401(k) Plan held $304K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

People on this filing

Christopher Wood signed Wood Wealth Group, LLC's 2024 Form 5500 as plan administrator.

Christopher Wood — 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

Wood Wealth Group, LLC's EIN is 46-4138762.

EIN 46-4138762

Plan number 001

Plan year 2024

ACK ID 20250710190102NAL0003716611001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wood Wealth Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOOD WEALTH GROUP, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score