How big is Sr. Wood, Inc.'s plan?

Sr. Wood, Inc.'s plan reported $1.1M in assets and 28 participants for 2024.

Original filing (PDF)20250716102850NAL0006608530001

Sr. Wood, Inc.

Name: Sr. Wood, Inc. — Sr. Wood, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Sr. Wood, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sr. Wood, Inc. 401(k) Plan

401(k) retirement plan · Sr. Wood, Inc.'s Sr. Wood, Inc. 401(k) Plan held $1.1M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Brian HEIL signed Sr. Wood, Inc.'s 2024 Form 5500 as plan administrator.

Brian HEIL — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sr. Wood, Inc.'s EIN is 61-0707061.

EIN 61-0707061

Plan number 001

Plan year 2024

ACK ID 20250716102850NAL0006608530001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sr. Wood, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sr. Wood, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SR WOOD, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off