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Original filing (PDF)20260209115416NAL0001067651001
WOODCREST SERVICES, INC.
Form 5500
FILING_RECEIVED
AUTOTEC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
126
Accounts w/ balance
136
Plan assets (EOY)
$23.5M
Net assets (EOY)
$23.5M
How this plan invests
This plan
26 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODCREST SERVICES, INC..
Plan sponsor
Name
WOODCREST SERVICES, INC.
EIN
63-1086962
Address
2200 WOODCREST PLACE, SUITE 200 · BIRMINGHAM, AL · 35209
Phone
(205) 414-7063
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Name
SIDE BY SIDE FINANCIALS, INC.
EIN
27-3232902
City
DULUTH, GA
Phone
(212) 564-2464
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DENT MOSES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 20-8764629 | — | INVESTMENT ADVISORY | $44K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $22K | — |
| ORENDA RETIREMENT LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $1K | — |
Investments
26 direct securities· $23.1M(98% of reported assets)
Uncategorized
$21.4M
24 holdings
Guaranteed Income / GIC
$1.6M
1 holding
Mutual Funds
$20K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock iShares S&P 500 Index K Fund | — | — | — | $3.6M | 15.5% | |
| American Funds Growth Fund of America R6 Fund | — | — | — | $3.6M | 15.4% | |
| Blackrock iShares MSCI EAFE Int Index K Fund | — | — | — | $2.2M | 9.5% | |
| Vanguard Equity Income Admiral Fund | — | — | — | $1.9M | 8.1% | |
| PIMCO Funds PIMCO Income Institutional Fd | — | — | — | $1.9M | 7.9% | |
| S * Principal Life Insurance Company Guaranteed Option | Guaranteed Income / GIC | — | — | $1.6M | 6.9% | |
| Vanguard International Growth Admiral Fund | — | — | — | $1.5M | 6.3% | |
| Voya Intermediate Bond R6 Fund | — | — | — | $1.3M | 5.5% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $979K | 4.2% | |
| SEI Trust Company Allspring Spec Small Cap Value R6 | — | — | — | $847K | 3.6% | |
| Harbor Small Cap Growth Ret Fund | — | — | — | $780K | 3.3% | |
| JP Morgan Funds JP Morgan Govt Bond R6 Fund | — | — | — | $737K | 3.1% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $712K | 3.0% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $533K | 2.3% | |
| Eaton Vance Etn Vnc Atl Cp SMID-Cap R6 Fd | — | — | — | $320K | 1.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $115K | 0.5% | |
| ASSETS HELD AT END OF YEAR (E) | — | — | $84K | $85K | 0.4% | |
| Vanguard International Value Investor Fund | — | — | — | $85K | 0.4% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $84K | 0.4% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $35K | 0.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $26K | 0.1% | |
| ASSETS HELD AT END OF YEAR (E) | — | — | — | $22K | <0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $22K | <0.1% | |
| S American Funds Balanced R6 Fund | Mutual Funds | — | — | $20K | <0.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $15K | <0.1% |
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