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Original filing (PDF)20251010123224NAL0004240483001
WOODS ROGERS VANDEVENTER BLACK PLC
Form 5500
FILING_RECEIVED
WOODS ROGERS VANDEVENTER BLACK PLC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
264
Accounts w/ balance
346
Plan assets (EOY)
$135.3M
Net assets (EOY)
$135.3M
How this plan invests
This plan
2 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)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODS ROGERS VANDEVENTER BLACK PLC.
Plan sponsor
Name
WOODS ROGERS VANDEVENTER BLACK PLC
EIN
54-1294386
Address
500 WORLD TRADE CENTER · NORFOLK, VA · 23510
Phone
(757) 446-8600
Industry
Professional & Technical Servicessee 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
2025-10-10
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FOTI FLYNN LOWEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $86K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOTI, FLYNN, LOWEN & CO. | 20-8087076 | — | ACCOUNTANT/AUDITOR | $60K | — |
Investments
28 direct securities · 2 pooled funds· $135.3M(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
$115.6M
28 holdings
Common Collective Trust
$19.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | — | — | — | $23.3M | 17.2% | |
| Self -Directed Brokerage Various Self directed brokerage account investments | — | — | — | $21.6M | 16.0% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $13.8M | 10.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $10.4M | 7.7% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $9.2M | 6.8% | |
| Loomis Sayles Core Plus Bond Fund | — | — | — | $7.9M | 5.9% | |
| MFS International Value Fund | — | — | — | $4.1M | 3.0% | |
| American Funds EuroPacific Growth Fund | — | — | — | $3.9M | 2.9% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $3.7M | 2.7% | |
| JP Morgan Smart Retirement 2030 Fund | — | — | — | $3.5M | 2.6% | |
| American Century Mid Cap Value Fund | — | — | — | $3.2M | 2.4% | |
| Fidelity Investments Total International Index Fund | — | — | — | $2.7M | 2.0% | |
| JP Morgan Smart Retirement 2025 Fund | — | — | — | $2.5M | 1.9% | |
| JP Morgan Smart Retirement 2020 Fund | — | — | — | $2.4M | 1.8% | |
| Loomis Sayles Small Cap Growth Fund | — | — | — | $2.4M | 1.8% | |
| JP Morgan Smart Retirement 2060 Fund | — | — | — | $2.4M | 1.8% | |
| Principal Small Cap Value Fund | — | — | — | $2.4M | 1.7% | |
| Baird Midcap Fund | — | — | — | $2.3M | 1.7% | |
| Vanguard Strategic Equity Fund | — | — | — | $2.3M | 1.7% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $1.9M | 1.4% | |
| JP Morgan Smart Retirement 2035 Fund | — | — | — | $1.6M | 1.2% | |
| Glenmede Small Cap Equity Portfolio Fund | — | — | — | $1.6M | 1.2% | |
| JP Morgan Smart Retirement 2045 Fund | — | — | — | $1.4M | 1.0% | |
| JP Morgan Smart Retirement 2040 Fund | — | — | — | $1.4M | 1.0% | |
| JP Morgan Smart Retirement 2050 Fund | — | — | — | $1.1M | 0.8% | |
| JP Morgan Smart Retirement Income Fund | — | — | — | $590K | 0.4% | |
| JP Morgan Smart Retirement 2055 Fund | — | — | — | $587K | 0.4% | |
| Loan Fund * Participant loans - interest rates of 4.25% to 9.5% | — | — | — | $499K | 0.4% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $306K | 0.2% | |
| JP Morgan Smart Retirement 2065 Fund | — | — | — | $133K | <0.1% |