· 2022–2024 · DOL EFAST2

Travis R Wood — Travis R Wood 401(k) Profit Sharing, Form 5500 (2025)

Original filing (PDF)20260706132050NAL0014914003001

Travis R Wood

Form 5500-SF

FILING_RECEIVED

Travis R Wood 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Travis R Wood's Travis R Wood 401(k) Profit Sharing Plan & Trust held $21K in plan assets for 2 participants in 2025.

Active participants

2

Accounts w/ balance

1

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

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

48

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

TRAVIS R WOOD

EIN

47-3997111all filings

Address

54 MCCOY RD · HEUVELTON, NY · 136543250

Phone

(315) 323-1039

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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