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Original filing (PDF)20251015090035NAL0004134257001
VECTOR WP MIDCO, INC. DBA WOOD TECHNOLOGIES INTERNATIONAL
Form 5500
FILING_RECEIVED
WOOD TECHNOLOGIES INTERNATIONAL 401(K) PLAN
401(k) retirement plan
Active participants
1,095
Accounts w/ balance
1,563
Plan assets (EOY)
$122.2M
Net assets (EOY)
$122.2M
How this plan invests
This plan
8 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 92% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VECTOR WP MIDCO, INC. DBA WOOD TECHNOLOGIES INTERNATIONAL.
Plan sponsor
Name
VECTOR WP MIDCO, INC. DBA WOOD TECHNOLOGIES INTERNATIONAL
EIN
87-2823783
Address
PO BOX 310 · WOODLAND, WA · 98674
Phone
(360) 583-9939
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
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $99K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $73K | — |
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS 360, LLC | — | STRATHAM, NH | CONTRACT ADMIN | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER PLLC | — | KINGSTON, NH | OTHER | $14K | — |
Investments
28 direct securities · 8 pooled funds· $117.3M(96% 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.
Uncategorized
$107.3M
28 holdings
Common Collective Trust
$6.9M
2 holdings
Pooled Separate Account
$3.2M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index " | — | — | — | $17.3M | 14.2% | |
| Vanguard Growth Index Admiral " | — | — | — | $16.5M | 13.5% | |
| Vanguard Target Retirement 2025 INV " | — | — | — | $9.8M | 8.1% | |
| Vanguard Target Retirement 2035 INV " | — | — | — | $8.7M | 7.1% | |
| Vanguard Target Retirement 2030 INV " | — | — | — | $7.2M | 5.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.0M | 4.9% | |
| Vanguard Target Retirement 2045 INV " | — | — | — | $5.1M | 4.2% | |
| Vanguard Target Retirement 2040 INV " | — | — | — | $5.0M | 4.1% | |
| Fidelity Mid Cap Index " | — | — | — | $4.5M | 3.7% | |
| Fidelity Total International Index " | — | — | — | $3.8M | 3.1% | |
| Fidelity US Bond Index " | — | — | — | $3.3M | 2.7% | |
| Fidelity Small Cap Index " | — | — | — | $3.2M | 2.6% | |
| Vanguard Target Retirement 2050 INV " | — | — | — | $3.0M | 2.4% | |
| Vanguard Target Retirement 2055 INV " | — | — | — | $2.9M | 2.4% | |
| Vanguard Value index Admiral " | — | — | — | $2.5M | 2.0% | |
| Vanguard Target Retirement 2060 INV " | — | — | — | $2.0M | 1.7% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $1.7M | 1.4% | |
| Vanguard Balanced Index Admiral " | — | — | — | $1.7M | 1.4% | |
| Vanguard Target Retirement 2020 INV " | — | — | — | $1.6M | 1.3% | |
| Vanguard Mid Cap Growth Index Admiral " | — | — | — | $1.3M | 1.0% | |
| Vanguard Target Retirement Income INV " | — | — | — | $1.2M | 1.0% | |
| Vanguard Small Cap Value Index Admiral " | — | — | — | $1.2M | 0.9% | |
| Putnam Large Cap Value R6 " | — | — | — | $993K | 0.8% | |
| INCOMEFLEX SELECT AGGRESSIVE GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511 | Pooled Separate Account | — | — | $966K | 0.8% | |
| Vanguard Mid-Cap Value Index " | — | — | — | $894K | 0.7% | |
| AB US LARGE CAP GROWTH CIT GREAT GRAY TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $892K | 0.7% | |
| Vanguard Small Cap Growth Index Admiral " | — | — | — | $819K | 0.7% | |
| MFS Institutional Diversification R6 " | — | — | — | $698K | 0.6% | |
| Fidelity Inflation Protected Bond Index " | — | — | — | $575K | 0.5% | |
| Vanguard Target Retirement 2065 INV " | — | — | — | $528K | 0.4% | |
| Fidelity Total Bond K6 " | — | — | — | $462K | 0.4% | |
| Blackrock High Yield Bond Portfolio K Mutual fund | — | — | — | $449K | 0.4% | |
| INCOMEFLEX SELECT INCOME & EQUITY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $410K | 0.3% | |
| INCOMEFLEX SELECT CONSERV GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $70K | <0.1% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $2K | <0.1% | |
| INCOMEFLEX SELECT GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 512 | Pooled Separate Account | — | — | $0 | <0.1% |
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