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WOODRUFF CONSTRUCTION, INC. — WOODRUFF CONSTRUCTION EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250730161737NAL0004356209001
WOODRUFF CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
WOODRUFF CONSTRUCTION EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
83% in single holding
No recordkeeper disclosed
Active participants
150
Accounts w/ balance
156
Plan assets (EOY)
$18.9M
Net assets (EOY)
$10.4M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WOODRUFF CONSTRUCTION, INC.
.
Find decision makers
Plan sponsor
Name
WOODRUFF CONSTRUCTION, INC.
EIN
76-0721180
Address
1890 KOUNTRY LANE · FORT DODGE, IA · 50501
Phone
(515) 232-4535
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $18.9M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Unallocated - 806,936
—
—
$8.4M
$15.8M
83.3%
Allocated - 161,557
—
—
$1.1M
$3.2M
16.7%
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Knocking points off
Top holding "Unallocated - 806,936" is 83% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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