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Original filing (PDF)20251008121939NAL0005829681001
WOOD GROUP U.S. HOLDINGS, INC.
Form 5500
FILING_RECEIVED
WOOD 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,541
Accounts w/ balance
11,450
Plan assets (EOY)
$2.1B
Net assets (EOY)
$2.1B
How this plan invests
This plan
23 pooled trusts
Schedule D
28 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 WOOD GROUP U.S. HOLDINGS, INC..
Plan sponsor
Name
WOOD GROUP U.S. HOLDINGS, INC.
EIN
76-0688757
Address
17325 PARK ROW SUITE 500 · HOUSTON, TX · 77084
Phone
(281) 828-3540
Industry
Manufacturingsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WHITTLESEY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $521K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $518K | — |
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | NONE | $75K | — |
| WHITTLESEY & HADLEY PC | — | HARTFORD, CT | NONE | $45K | — |
| HAYNES AND BOONE, LLP | — | DALLAS, TX | NONE | $21K | — |
Investments
7 direct securities · 23 pooled funds· $2.1B(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
$1.8B
23 holdings
Uncategorized
$354.4M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND J BLACKROCK FUND · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $254.3M | 12.0% | |
| T Rowe T Rowe Price Blue Chip Growth Fund (IS) | — | — | — | $168.6M | 8.0% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $162.0M | 7.7% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $139.9M | 6.6% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $126.8M | 6.0% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $124.9M | 5.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $120.9M | 5.7% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $120.3M | 5.7% | |
| LARGE CAP VALUE I1 AST WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $101.5M | 4.8% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $99.1M | 4.7% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $93.3M | 4.4% | |
| Charles Schwab Self Directed Brokerage | — | — | — | $82.9M | 3.9% | |
| BLACKROCK EXTENDED EQUITY MARKET T BLACKROCK FUNDS · EIN 46-3859614 / PN 001 | Common Collective Trust | — | — | $70.0M | 3.3% | |
| BLACKROCK US DEBT INDEX M BLACKROCK FUNDS · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $68.6M | 3.2% | |
| VANGUARD TARGET RETIRE TRUST PLUS I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $68.0M | 3.2% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX M BLACKROCK FUNDS · EIN 45-4431087 / PN 001 | Common Collective Trust | — | — | $56.3M | 2.7% | |
| WILLIAM BLAIR SMALL-MID CAP GROWTH WILLIAM BLAIR FUNDS · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $45.2M | 2.1% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $42.4M | 2.0% | |
| Vanguard International Growth ADM | — | — | — | $38.2M | 1.8% | |
| DFA US Targeted Value 1 | — | — | — | $35.7M | 1.7% | |
| CORE BOND I1 AST WILMINGTON TRUST · EIN 82-1986152 / PN 001 | Common Collective Trust | — | — | $35.4M | 1.7% | |
| Vanguard Energy Index Adm | — | — | — | $15.9M | 0.8% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $13.0M | 0.6% | |
| INTERNATIONAL STOCK I1 AST WILMINGTON TRUST · EIN 82-2436292 / PN 001 | Common Collective Trust | — | — | $10.3M | 0.5% | |
| Notes receivable from participants (interest rates 4.5% - 10.50%) - | — | — | — | $10.0M | 0.5% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $4.8M | 0.2% | |
| Charles Schwab Self Directed Brokerage Roth | — | — | — | $3.2M | 0.2% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $645K | <0.1% | |
| WILLIAM BLAIR SMALL MIDCAP GROWTH C WILLIAM BLAIR FUNDS · EIN 27-6331814 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE BLUE CHIP GROWTH IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 864 | Common Collective Trust | — | — | $0 | <0.1% |