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Original filing (PDF)20251015153740NAL0005011713001
WOODSAGE LLC
Form 5500
FILING_RECEIVED
WOODSAGE LLC 401(K) PLAN
401(k) retirement plan
Active participants
116
Accounts w/ balance
151
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (34 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODSAGE LLC.
Plan sponsor
Name
WOODSAGE LLC
EIN
47-2068738
Address
7400 AIRPORT HIGHWAY · HOLLAND, OH · 43528
Phone
(419) 866-8000
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WILLIAM VAUGHAN COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS LLC | — | SYLVANIA, OH | ADVISOR | $10K | — |
Investments
24 direct securities· $7.5M(99% of reported assets)
Uncategorized
$6.2M
23 holdings
Mutual Funds
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.Rowe Price Target 2030 I | Mutual Funds | — | — | $1.3M | 17.4% | |
| T.Rowe Price Target 2040 I | — | — | — | $1.2M | 15.8% | |
| T.Rowe Price Target 2045 I | — | — | — | $821K | 10.8% | |
| T.Rowe Price Target 2050 I | — | — | — | $774K | 10.2% | |
| T.Rowe Price Target 2035 I | — | — | — | $487K | 6.4% | |
| Vanguard 500 Index Adm | — | — | — | $437K | 5.8% | |
| Government money market fund Vanguard Federal Money Market | — | — | — | $406K | 5.4% | |
| Vanguard Value Index Adm | — | — | — | $302K | 4.0% | |
| Vanguard U.S Growth Adm | — | — | — | $300K | 4.0% | |
| Vanguard Balanced Index Adm | — | — | — | $213K | 2.8% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $205K | 2.7% | |
| T.Rowe Price Target 2060 I | — | — | — | $178K | 2.3% | |
| Vanguard Mid-Cap Growth Index Adm | — | — | — | $154K | 2.0% | |
| T.Rowe Price Target 2055 I | — | — | — | $109K | 1.4% | |
| T.Rowe Price Target 2020 I | — | — | — | $92K | 1.2% | |
| T.Rowe Price Target 2025 I | — | — | — | $83K | 1.1% | |
| Vanguard Small Cap Growth Index Adm | — | — | — | $81K | 1.1% | |
| Vanguard Small Cap Value Index Adm | — | — | — | $64K | 0.9% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $61K | 0.8% | |
| Vanguard Small Cap Index Adm | — | — | — | $49K | 0.7% | |
| T.Rowe Price Balanced I | — | — | — | $49K | 0.6% | |
| Vanguard Mid-Cap Index Adm | — | — | — | $45K | 0.6% | |
| T.Rowe Price Target 2065 I | — | — | — | $34K | 0.5% | |
| T.Rowe Price Target 2015 I | — | — | — | $34K | 0.4% |
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