# Woodfin Heating INC 401(k) Plan
Source: https://planprovider.pro/companies/woodfin-heating-inc-541061638-505

> Woodfin Heating INC's 401(k) plan: 852 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Woodfin Heating INC

- **Sponsor EIN:** 541061638

- **Sponsor Address:** 1823 N HAMILTON STREET, RICHMOND, VA, 23230

- **Plan Type:** 401(k)

- **Plan Number:** 505

- **Total Participants:** 852

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|852|$0|$0|$0|

| 2023|919|$0|$0|$0|

| 2022|916|$0|$0|$0|

## 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|

| HEALTHKEEPERS, INC|Other Service Provider|—|$405,594|$405,594|

| ANTHEM HEALTH PLANS OF VIRGINIA DBA|Investment Advisor|$109,180|—|$109,180|

| DELTA DENTAL OF VIRGINIA|Recordkeeper|$38,744|—|$38,744|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ANTHEM HEALTH PLANS OF VIRGINIA DBA](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $553,518

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Gpm Investments, LLC](https://planprovider.pro/companies/gpm-investments-llc-550807113-504) — 3,275 participants

- [Woodfin Heating, INC.](https://planprovider.pro/companies/woodfin-heating-inc-401k-plan) — 1,053 participants

- [Tiger Fuel Company](https://planprovider.pro/companies/tiger-fuel-company-401k-plan) — 477 participants

- [Holtzman Oil Corp.](https://planprovider.pro/companies/holtzman-oil-corp-401k-plan) — 353 participants

- [First Piedmont Corporation & Affiliates](https://planprovider.pro/companies/first-piedmont-corporation-affiliates-540740680-501) — 278 participants

- [Greenbrier, INC.](https://planprovider.pro/companies/greenbrier-inc-541537528-501) — 261 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/woodfin-heating-inc-541061638-505)

© 2026 PlanProvider.Pro