Original filing (PDF)20241015185235NAL0050964000001

WOOD FIBER HOLDINGS, INC.

Name: WOOD FIBER HOLDINGS, INC. — WOOD FIBER HOLDINGS, INC. RETIREMENT PLAN, Form 5500 (2023)
Creator: WOOD FIBER HOLDINGS, INC.

Form 5500

FILING_RECEIVED

WOOD FIBER HOLDINGS, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

942

Accounts w/ balance

1,219

Plan assets (EOY)

$88.8M

Net assets (EOY)

$33.5M

How this plan invests

This plan

10 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOOD FIBER HOLDINGS, INC..

Plan sponsor

Name

WOOD FIBER HOLDINGS, INC.

EIN

82-3773071

Address

135 INTERVALE ROAD · P.O BOX 500 · FITCHBURG, MA · 01420

Phone

(978) 424-0168

Industry

Manufacturingsee all

Plan administrator

Name

COMPASS 360, LLC

EIN

81-1939215

City

STRATHAM, NH

Phone

(603) 778-9920

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$896	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMPASS 360,LLC	81-1939215	—	PLAN ADMINISTRATOR	—	—

Investments

10 pooled funds· $3.6M(4% 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.

Pooled Separate Account

$3.5M

8 holdings

Common Collective Trust

$53K

2 holdings

			% of plan
DAY ONE INCOMEFLEX TARGET BAL FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697	Pooled Separate Account	$2.1M	2.4%
INCOMEFLEX SELECT LIFETIME AGGR GR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511	Pooled Separate Account	$915K	1.0%
INCOMEFLEX SELECT LIFETIME BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515	Pooled Separate Account	$388K	0.4%
INCOME FLEX SELECT LIFETIME CONS GR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514	Pooled Separate Account	$75K	<0.1%
AB US LARGE CAP GROWTH CIT GREAT GRAY TRUST · EIN 38-4065331 / PN 000	Common Collective Trust	$33K	<0.1%
INCOMEFLEX SELECT LIFETIME AGGR GR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511	Pooled Separate Account	$29K	<0.1%
PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202	Common Collective Trust	$20K	<0.1%
INCOMEFLEX SELECT LIFETIME BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513	Pooled Separate Account	$12K	<0.1%
INCOME FLEX SELECT LIFETIME INC &EQ EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515	Pooled Separate Account	$8K	<0.1%
INCOME FLEX SELECT LIFETIME GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 512	Pooled Separate Account	$8K	<0.1%