How big is Woodside Advisory Group LLC's plan?

Woodside Advisory Group LLC's plan reported $3K in assets and 2 participants for 2025.

Original filing (PDF)20260504221311NAL0000268371050

Woodside Advisory Group LLC

Name: Woodside Advisory Group LLC — Woodside Advisory, Form 5500 (2025)
Creator: Woodside Advisory Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Woodside Advisory Group LLC 401(k) Plan

401(k) retirement plan · Woodside Advisory Group LLC's Woodside Advisory Group LLC 401(k) Plan held $3K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

Plan identifiers

Woodside Advisory Group LLC's EIN is 84-4978305.

EIN 84-4978305

Plan number 001

Plan year 2025

ACK ID 20260504221311NAL0000268371050

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Woodside Advisory Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Woodside Advisory Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOODSIDE ADVISORY GROUP LLC.

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Plan health score

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off