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Original filing (PDF)20251013130652NAL0002001040001
WOOD REAL ESTATE INVESTORS, LLC
Form 5500
FILING_RECEIVED
WOOD PARTNERS RETIREMENT & SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
420
Accounts w/ balance
592
Plan assets (EOY)
$74.4M
Net assets (EOY)
$74.4M
How this plan invests
This plan
14 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 29 bps in Schedule C fees — 83% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOOD REAL ESTATE INVESTORS, LLC.
Plan sponsor
Name
WOOD REAL ESTATE INVESTORS, LLC
EIN
58-2385765
Address
3715 NORTHSIDE PKWAY NW · BUILDING 400-600 · ATLANTA, GA · 303272857
Phone
(919) 401-1276
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MOORE COLSON & CO P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 13-4110995 | — | INVESTMENT ADVISORY | $119K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $99K | — |
Investments
20 direct securities · 14 pooled funds· $74.3M(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.
Common Collective Trust
$53.3M
14 holdings
Uncategorized
$21.0M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $9.1M | 12.2% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $8.6M | 11.5% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $8.5M | 11.4% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $8.0M | 10.7% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $5.2M | 6.9% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $5.1M | 6.8% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.9M | 6.5% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.8M | 6.5% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $3.6M | 4.9% | |
| American Funds AMCAP R6 Fund Registered Investment Company | — | — | — | $1.7M | 2.3% | |
| Principal Midcap R6 Fund Registered Investment Company | — | — | — | $1.4M | 1.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.9% | |
| Oakmark Fund - Institutional Fund Registered Investment Company | — | — | — | $1.2M | 1.6% | |
| MFS International Intrinsic Value R6 Fund Registered Investment Company | — | — | — | $1.2M | 1.6% | |
| American Funds EuroPacific Growth R6 Fund Registered Investment Company | — | — | — | $724K | 1.0% | |
| Invesco Comstock R6 Fund Registered Investment Company | — | — | — | $715K | 1.0% | |
| AB Small Cap Growth Port Z Fund Registered Investment Company | — | — | — | $698K | 0.9% | |
| BlackRock High Yield Bond K Fund Registered Investment Company | — | — | — | $678K | 0.9% | |
| American Funds New World R6 Fund Registered Investment Company | — | — | — | $626K | 0.8% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $604K | 0.8% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $597K | 0.8% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $584K | 0.8% | |
| Principal Real Estate Securities R6 Fund Registered Investment Company | — | — | — | $563K | 0.8% | |
| Undiscovered Mgrs Behav Value R6 Fund Registered Investment Company | — | — | — | $547K | 0.7% | |
| Participant Loans Interest Rates of 4.25% to 9.50% -0- | — | — | — | $539K | 0.7% | |
| Loomis Sayles Core Plus Bond N Fund Registered Investment Company | — | — | — | $429K | 0.6% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $404K | 0.5% | |
| Goldman Sachs Small Cap Value R6 Fund Registered Investment Company | — | — | — | $368K | 0.5% | |
| PIMCO Real Return Institutional Fund Registered Investment Company | — | — | — | $303K | 0.4% | |
| JP Morgan Govt Bond R6 Fund Registered Investment Company | — | — | — | $294K | 0.4% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $292K | 0.4% | |
| Principal LifeTime Hybrid Income Fund Common Collective Trust | — | — | — | $276K | 0.4% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $276K | 0.4% | |
| Principal Midcap Value I R6 Fund Registered Investment Company | — | — | — | $210K | 0.3% |