Back to filter
Original filing (PDF)20251015124436NAL0002428163001
BRIGHT WOOD CORPORATION
Form 5500
FILING_RECEIVED
BRIGHT WOOD 401(K) SAVINGS AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
998
Accounts w/ balance
1,451
Plan assets (EOY)
$44.5M
Net assets (EOY)
$44.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIGHT WOOD CORPORATION.
Plan sponsor
Name
BRIGHT WOOD CORPORATION
EIN
93-0720678
Address
335 NW HESS STREET · MADRAS, OR · 97741
Phone
(541) 475-2234
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
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
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $135K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO INCORPORATED | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $18K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | — | PASADENA, CA | AUDITOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
Investments
23 direct securities · 2 pooled funds· $44.5M(100% 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
$40.4M
23 holdings
Common Collective Trust
$3.5M
1 holding
Pooled Separate Account
$646K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO REALPATH BLEND 2030 INSTITUTIONAL Registered Investment Company | — | — | — | $9.9M | 22.1% | |
| PIMCO REALPATH BLEND 2035 INSTITUTIONAL Registered Investment Company | — | — | — | $6.1M | 13.7% | |
| PIMCO REALPATH BLEND 2025 INSTITUTIONAL Registered Investment Company | — | — | — | $5.4M | 12.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.5M | 7.8% | |
| PIMCO REALPATH BLEND 2040 INSTITUTIONAL Registered Investment Company | — | — | — | $3.0M | 6.7% | |
| ISHARES S&P 500 INDEX K Registered Investment Company | — | — | — | $2.4M | 5.3% | |
| PIMCO REALPATH BLEND INCOME INSTL Registered Investment Company | — | — | — | $1.8M | 4.1% | |
| PIMCO REALPATH BLEND 2045 INSTITUTIONAL Registered Investment Company | — | — | — | $1.8M | 4.0% | |
| PIMCO REALPATH BLEND 2050 INSTITUTIONAL Registered Investment Company | — | — | — | $1.8M | 4.0% | |
| WESTERN ASSET CORE BOND IS Registered Investment Company | — | — | — | $1.4M | 3.1% | |
| PIMCO REALPATH BLEND 2055 INSTITUTIONAL Registered Investment Company | — | — | — | $1.3M | 3.0% | |
| PIMCO REALPATH BLEND 2060 INSTITUTIONAL Registered Investment Company | — | — | — | $1.2M | 2.6% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL Registered Investment Company | — | — | — | $852K | 1.9% | |
| JPMORGAN U.S. VALUE R6 Registered Investment Company | — | — | — | $833K | 1.9% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $646K | 1.4% | |
| PIMCO REALPATH BLEND 2065 INSTITUTIONAL Registered Investment Company | — | — | — | $564K | 1.3% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMIRAL Registered Investment Company | — | — | — | $484K | 1.1% | |
| AB GLOBAL BOND Z Registered Investment Company | — | — | — | $324K | 0.7% | |
| maturing through January 2054 - | — | — | — | $313K | 0.7% | |
| CLEARBRIDGE INTERNATIONAL GROWTH IS Registered Investment Company | — | — | — | $304K | 0.7% | |
| JPMORGAN MID CAP GROWTH R6 Registered Investment Company | — | — | — | $270K | 0.6% | |
| MACQUARIE SYSTEMATIC EMERGING MKTS EQ R6 Registered Investment Company | — | — | — | $246K | 0.6% | |
| JPMORGAN SMALL CAP EQUITY R6 Registered Investment Company | — | — | — | $147K | 0.3% | |
| MFS MID CAP VALUE R6 Registered Investment Company | — | — | — | $86K | 0.2% | |
| VICTORY SYCAMORE SMALL CO OPPORTUNITY I Registered Investment Company | — | — | — | $62K | 0.1% |