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Original filing (PDF)20251014071510NAL0001066147001
WOODFIN HEATING, INC.
Form 5500
FILING_RECEIVED
DOSWELL OPERATING GROUP 401(K) PLAN
401(k) retirement plan
Active participants
1,053
Accounts w/ balance
711
Plan assets (EOY)
$43.1M
Net assets (EOY)
$43.1M
How this plan invests
This plan
10 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODFIN HEATING, INC..
Plan sponsor
Name
WOODFIN HEATING, INC.
EIN
54-1061638
Address
1823 N. HAMILTON ST. · RICHMOND, VA · 23230
Phone
(804) 359-9624
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $58K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
Investments
22 direct securities · 10 pooled funds· $43.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$22.6M
21 holdings
Common Collective Trust
$16.4M
10 holdings
Mutual Funds
$4.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND SEL TR 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $4.9M | 11.5% | |
| Vanguard 500 Index Admiral Fund | Mutual Funds | — | — | $4.4M | 10.1% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $3.9M | 9.1% | |
| Vanguard Short-Term Bond Index Adm | — | — | — | $3.6M | 8.5% | |
| T ROWE PRICE RET BLEND SEL TR 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $3.2M | 7.5% | |
| Vanguard Small Cap Index Fund | — | — | — | $2.8M | 6.5% | |
| American Funds New World R6 | — | — | — | $2.2M | 5.1% | |
| T ROWE PRICE RET BLEND SEL TR 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $2.2M | 5.1% | |
| T ROWE PRICE RET BLEND SEL TR 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $2.0M | 4.6% | |
| T ROWE PRICE RET BLEND SEL TR 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $1.6M | 3.6% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $1.3M | 3.1% | |
| T. Rowe Price Growth Stock Fund | — | — | — | $1.2M | 2.9% | |
| Blackrock Liquidity FedFund | — | — | — | $1.1M | 2.7% | |
| Tweedy Browne International Value | — | — | — | $1.1M | 2.6% | |
| T ROWE PRICE RET BLEND SEL TR 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $1.0M | 2.3% | |
| T ROWE PRICE RET BLEND SEL TR 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $842K | 2.0% | |
| Vanguard High-Yield Corporate ADM | — | — | — | $828K | 1.9% | |
| maturing through June 2032 | — | — | — | $752K | 1.7% | |
| MFS Value R4 Fund | — | — | — | $730K | 1.7% | |
| Virtus Ceredex Mid-Cap Value Equity Fund | — | — | — | $586K | 1.4% | |
| Loomis Sayles Investment Grade Bond A | — | — | — | $523K | 1.2% | |
| T ROWE PRICE RET BLEND SEL TR 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $372K | 0.9% | |
| Blackrock Global Allocation Fund | — | — | — | $357K | 0.8% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $347K | 0.8% | |
| Nuveen Mid Cap Value R6 | — | — | — | $322K | 0.7% | |
| Federated Securities Federated Capital Preservation Fund | — | — | — | $288K | 0.7% | |
| FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $288K | 0.7% | |
| Janus Henderson Enterprise Fund | — | — | — | $281K | 0.7% | |
| Hermes Federated Govt Obligations Fund | — | — | — | $94K | 0.2% | |
| T. Rowe Price Retirement 2025 Fund 20 Interest-Bearing Cash * Great-West Trust Company Interest-bearing cash | — | — | — | $33K | <0.1% | |
| Franklin Gold and Precious Metals Fund | — | — | — | $31K | <0.1% | |
| T ROWE PRICE RET BLEND SEL TR 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $20 | <0.1% |
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