Christopher T. DYKE signed Woodfin Heating, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Woodfin Heating, Inc.'s EIN is 54-1061638.
Download the official 2024 Form 5500 (PDF) for Woodfin Heating, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Woodfin Heating, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $58K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC |
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.
| PI | % 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 | Common Collective Trusts | — | — | $3.9M | 9.1% | |
| Vanguard Short-Term Bond Index Adm | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $2.8M | 6.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $1.3M | 3.1% | |
| T. Rowe Price Growth Stock Fund | Other securities | — | — | $1.2M | 2.9% | |
| Blackrock Liquidity FedFund | Other securities | — | — | $1.1M | 2.7% | |
| Tweedy Browne International Value | Other securities | — | — | $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 | Mutual Funds | — | — | $828K | 1.9% | |
| maturing through June 2032 | Other securities | — | — | $752K | 1.7% | |
| MFS Value R4 Fund | Mutual Funds | — | — | $730K | 1.7% | |
| Virtus Ceredex Mid-Cap Value Equity Fund | Other securities | — | — | $586K | 1.4% | |
| Loomis Sayles Investment Grade Bond A | Other securities | — | — | $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 | Other securities | — | — | $357K | 0.8% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $347K | 0.8% | |
| Nuveen Mid Cap Value R6 | Mutual Funds | — | — | $322K | 0.7% | |
| Federated Securities Federated Capital Preservation Fund | Other securities | — | — | $288K | 0.7% | |
| FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $288K | 0.7% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $281K | 0.7% | |
| Hermes Federated Govt Obligations Fund | Other securities | — | — | $94K | 0.2% | |
| T. Rowe Price Retirement 2025 Fund 20 Interest-Bearing Cash * Great-West Trust Company Interest-bearing cash | Cash / Money Market | — | — | $33K | <0.1% | |
| Franklin Gold and Precious Metals Fund | Mutual Funds | — | — | $31K | <0.1% | |
| T ROWE PRICE RET BLEND SEL TR 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $20 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $15K |
| — |
