Plan Snapshot
- Plan Sponsor: Wood Real Estate Investors, LLC
- Sponsor EIN: 582385765
- Sponsor Address: 3715 NORTHSIDE PKWAY NW, ATLANTA, GA, 303272857
- Plan Type: 401(k)
- Total Participants: 420
- Total Assets: $74.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 420 | $74.4M | $3.1M | $5.3M |
| 2023 | 457 | $60.4M | $2.9M | $5.1M |
| 2022 | 406 | $46.0M | $2.4M | $4.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MOORE COLSON & CO P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $217,752 | $118,997 | $98,755 | — | — |
| 2023 | $164,620 | $90,148 | $74,472 | — | — |
| 2022 | $155,283 | $87,455 | $67,828 | — | — |