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Original filing (PDF)20251013135810NAL0003152738002
ROBERT W. WOODRUFF FOUNDATION, INC.
Form 5500
FILING_RECEIVED
THE NEW FOUNDATIONS RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
111
Accounts w/ balance
214
Plan assets (EOY)
$32.9M
Net assets (EOY)
$32.9M
How this plan invests
This plan
74 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT W. WOODRUFF FOUNDATION, INC..
Plan sponsor
Name
ROBERT W. WOODRUFF FOUNDATION, INC.
EIN
58-1695425
Address
191 PEACHTREE STREET, NE, STE 3540 · ATLANTA, GA · 303031799
Phone
(404) 522-6755
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
334
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | ADMINISTRATOR | $24K | — |
Investments
74 direct securities· $32.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $4.6M | 13.8% | |
| VALIC Fixed Account Plus Fixed Annuity Contract | — | — | — | $3.2M | 9.8% | |
| Vanguard Institutional Target Retirement 2040 Fund Mutual Fund | — | — | — | $2.1M | 6.5% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $2.0M | 6.1% | |
| VALIC Science & Technology Fund Separate Account | — | — | — | $1.5M | 4.6% | |
| Fidelity Contrafund Mutual Fund | — | — | — | $1.4M | 4.3% | |
| Vanguard Institutional Target Retirement 2035 Fund Mutual Fund | — | — | — | $1.3M | 4.0% | |
| Vanguard Institutional Target Retirement 2030 Fund Mutual Fund | — | — | — | $1.3M | 3.8% | |
| VALIC Stock Index Fund Separate Account | — | — | — | $1.2M | 3.6% | |
| Vanguard Institutional Target Retirement 2045 Fund Mutual Fund | — | — | — | $1.1M | 3.4% | |
| American Beacon Small Cap Value Fund Mutual Fund | — | — | — | $1.1M | 3.3% | |
| TIAA Traditional Annuity Fixed Annuity Contract | — | — | — | $1.0M | 3.2% | |
| Dodge & Cox International Stock Fund Mutual Fund | — | — | — | $1.0M | 3.1% | |
| Vanguard Short-Term Investment Grade Fund Mutual Fund | — | — | — | $904K | 2.7% | |
| Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $853K | 2.6% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $765K | 2.3% | |
| VALIC Short Term Fixed Account Fixed Annuity Contract | — | — | — | $623K | 1.9% | |
| VALIC Vanguard Windsor II Separate Account | — | — | — | $498K | 1.5% | |
| VALIC Goldman Sachs Money Market Fund Separate Account | — | — | — | $488K | 1.5% | |
| Vanguard Institutional Target Retirement 2050 Fund Mutual Fund | — | — | — | $487K | 1.5% | |
| VALIC Mid Cap Index Fund Separate Account | — | — | — | $441K | 1.3% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $370K | 1.1% | |
| Vanguard Institutional Target Retirement 2060 Fund Mutual Fund | — | — | — | $332K | 1.0% | |
| Principal Fixed Income Guaranteed Option Guaranteed Interest Account | — | — | — | $300K | 0.9% | |
| VALIC Systematic Value Fund Separate Account | — | — | — | $264K | 0.8% | |
| VALIC Growth Fund Separate Account | — | — | — | $254K | 0.8% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $243K | 0.7% | |
| DFA Emerging Markets Portfolio Mutual Fund | — | — | — | $229K | 0.7% | |
| VALIC Mid Cap Strategic Growth Separate Account | — | — | — | $225K | 0.7% | |
| TIAA CREF Growth Separate Account | — | — | — | $173K | 0.5% | |
| VALIC Vanguard Wellington Fund Separate Account | — | — | — | $161K | 0.5% | |
| VALIC Moderate Growth Lifestyle Separate Account | — | — | — | $158K | 0.5% | |
| VALIC Aggressive Growth Lifestyle Separate Account | — | — | — | $157K | 0.5% | |
| Vanguard Total International Bond Index Fund Mutual Fund | — | — | — | $149K | 0.5% | |
| CREF Equity Index Separate Account | — | — | — | $144K | 0.4% | |
| VALIC International Growth Fund Separate Account | — | — | — | $137K | 0.4% | |
| Vanguard Institutional Target Retirement 2055 Fund Mutual Fund | — | — | — | $127K | 0.4% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $123K | 0.4% | |
| VALIC Small Cap Index Fund Separate Account | — | — | — | $104K | 0.3% | |
| Vanguard Institutional Target Retirement 2065 Fund Mutual Fund | — | — | — | $103K | 0.3% | |
| VALIC International Socially Responsible Fund Separate Account | — | — | — | $100K | 0.3% | |
| TIAA CREF Stock Separate Account | — | — | — | $80K | 0.2% | |
| Vanguard Institutional Target Retirement 2025 Fund Mutual Fund | — | — | — | $76K | 0.2% | |
| Vanguard Institutional Target Retirement 2020 Fund Mutual Fund | — | — | — | $73K | 0.2% | |
| VALIC US Socially Responsible Fund Separate Account | — | — | — | $73K | 0.2% | |
| VALIC Ariel Appreciation Fund Separate Account | — | — | — | $71K | 0.2% | |
| VALIC Mid Cap Value Fund Separate Account | — | — | — | $62K | 0.2% | |
| VALIC Dividend Value Separate Account | — | — | — | $61K | 0.2% | |
| VALIC Asset Allocation Fund Separate Account | — | — | — | $58K | 0.2% | |
| VALIC Ariel Fund Separate Account | — | — | — | $57K | 0.2% | |
| VALIC Systematic Growth Fund Separate Account | — | — | — | $54K | 0.2% | |
| VALIC International Equities Index Fund Separate Account | — | — | — | $46K | 0.1% | |
| VALIC Systematic Core Fund Separate Account | — | — | — | $46K | 0.1% | |
| VALIC Large Capital Growth Separate Account | — | — | — | $45K | 0.1% | |
| VALIC Small CAP Growth Fund Separate Account | — | — | — | $39K | 0.1% | |
| VALIC Emerging Economies Separate Account | — | — | — | $36K | 0.1% | |
| VALIC Small Cap Special Value Fund Separate Account | — | — | — | $32K | <0.1% | |
| VALIC Core Bond Fund Separate Account | — | — | — | $29K | <0.1% | |
| VALIC Loan Escrow Fund Fixed Annuity Contract 100 * Participant Loans Interest Rates (4.25% to 10.50%) | — | — | — | $28K | <0.1% | |
| Vanguard Institutional Target Retirement 2070 Fund Mutual Fund | — | — | — | $24K | <0.1% | |
| VALIC High Yield Bond Fund Separate Account | — | — | — | $23K | <0.1% | |
| TIAA Real Estate Account Separate Account | — | — | — | $22K | <0.1% | |
| VALIC Small Cap Value Fund Separate Account | — | — | — | $22K | <0.1% | |
| Vanguard Treasury Money Market Investor Fund Mutual Fund | — | — | — | $20K | <0.1% | |
| VALIC Conservative Growth Lifestyle Separate Account | — | — | — | $18K | <0.1% | |
| VALIC Loan Collateral Fund Fixed Annuity Contract | — | — | — | $15K | <0.1% | |
| VALIC International Opportunities Separate Account | — | — | — | $11K | <0.1% | |
| VALIC Capital Appreciation Separate Account | — | — | — | $10K | <0.1% | |
| VALIC Invesco Balanced Risk Commodity Str R5 Separate Account | — | — | — | $9K | <0.1% | |
| VALIC Inflation Protected Fund Separate Account | — | — | — | $8K | <0.1% | |
| VALIC Global Real Estate Fund Separate Account | — | — | — | $8K | <0.1% | |
| VALIC Global Strategy Separate Account | — | — | — | $8K | <0.1% | |
| VALIC International Value Fund Separate Account | — | — | — | $7K | <0.1% | |
| VALIC International Government Bond Separate Account | — | — | — | $2K | <0.1% |
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