Michael Upshur signed Woodland Direct, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Woodland Direct, Inc.'s EIN is 73-1706420.
Download the official 2024 Form 5500 (PDF) for Woodland Direct, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Woodland Direct, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 82-3226180 | — | INVESTMENT ADVISORY | $10K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Funds Ishares S&P 500 Index Fund | Common Collective Trusts | — | — | $955K | 22.9% | |
| Putnam Investments Putnam Large Cap Value Fund | Mutual Funds | — | — | $439K | 10.5% | |
| JP Morgan JPMorgan Large Cap Growth | Other securities | — | — | $434K | 10.4% | |
| New World New World Fund Inc. | Common Stocks | — | — | $416K | 9.9% | |
| T. Rowe Price T. Rowe Price Overseas Stock Fund | Other securities | — | — | $411K | 9.8% | |
| Principal Fixed Income Separate | Other securities | — | — | $397K | 9.5% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $397K | 9.5% | |
| Massachusetts Financial Services MFS Mid Cap Value | Mutual Funds | — | — | $292K | 7.0% | |
| Principal Guaranteed Option | Other securities | — | — | $252K | 6.0% | |
| Eagle Asset Management Carillon Eagle Mid Cap Growth | Other securities | — | — | $244K | 5.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $151K | 3.6% | |
| Principal Real Estate Securities - Instl | Other securities | — | — | $149K | 3.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $149K | 3.6% | |
| American Funds American Funds 2050 334 American Funds American Funds 2055 | Mutual Funds | — | — | $22K | 0.5% | |
| American Funds American Funds 2040 | Mutual Funds | — | — | $10K | 0.2% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $3K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $2K | <0.1% | |
| (E) | Other securities | — | $3K | $2K | <0.1% | |
| INVESCO STABLE VALUE RET FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
