Plan Snapshot
- Plan Sponsor: Wood Residential Services, LLC
- Sponsor EIN: 271754288
- Sponsor Address: 3715 NORTHSIDE PKWY NW, ATLANTA, GA, 30327
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $472,162 | $642,128 |
| 2023 | 440 | $11.9M | $1.2M | $1.7M |
| 2022 | 341 | $8.1M | $886,626 | $1.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $72,842 | — | $72,842 |
| FIFTH THIRD BANK | INVESTMENT ADVISOR | $39,130 | — | $39,130 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $5,082 | — | $5,082 |
| MOORE COLSON CPAS AND ADVISORS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,054
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 | $48,300 | $17,989 | — | — | — |
| 2023 | $60,742 | $22,106 | — | $2,215 | — |
| 2022 | $50,871 | — | $50,871 | — | — |