Original filing (PDF)20241011173535NAL0012812899001

TRENDWOOD INC

Name: TRENDWOOD INC — TRENDWOOD INC EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2023)
Creator: TRENDWOOD INC

Form 5500

FILING_RECEIVED

TRENDWOOD INC EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Active participants

113

Accounts w/ balance

257

Plan assets (EOY)

$7.2M

Net assets (EOY)

$6.7M

How this plan invests

This plan

1 collective trust

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

Top-tier plan health

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

79% of assets in employer securities (concentration risk).

Helping the score

Below-peer total plan cost (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRENDWOOD INC.

Plan sponsor

Name

TRENDWOOD INC

EIN

86-0502466

Address

2402 S 15TH AVE · PHOENIX, AZ · 850074407

Phone

(602) 416-7800

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-11

Pension benefit codes

2E · Profit-sharing

2I · Stock bonus

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

2T · Default investment account (QDIA)

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

WALLACE PLESE DREHER LLP

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $325K(5% 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.