Original filing (PDF)20250730161737NAL0004356209001

WOODRUFF CONSTRUCTION, INC.

Name: WOODRUFF CONSTRUCTION, INC. — WOODRUFF CONSTRUCTION EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: WOODRUFF CONSTRUCTION, INC.

Form 5500

FILING_RECEIVED

WOODRUFF CONSTRUCTION EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

83% in single holdingNo 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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODRUFF CONSTRUCTION, INC..

Plan sponsor

Name

WOODRUFF CONSTRUCTION, INC.

EIN

76-0721180

Address

1890 KOUNTRY LANE · FORT DODGE, IA · 50501

Phone

(515) 232-4535

Industry

Constructionsee 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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