# Woodward, INC. 401(k) Plan
Source: https://planprovider.pro/companies/woodward-inc-401k-plan-001

> Woodward, INC.'s 401(k) plan: 6,574 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Woodward, INC.

- **Sponsor EIN:** 361984010

- **Sponsor Address:** 1081 WOODWARD WAY, FORT COLLINS, CO, 805241519

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

- **Total Participants:** 6,574

- **Total Assets:** $2.0B

## 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|6,574|$2.0B|$49.7M|$51.7M|

| 2023|6,210|$1.8B|$44.2M|$46.9M|

| 2022|5,847|$1.5B|$39.4M|$41.4M|

## 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|

| VANGUARD ADVISORS, INC.|INVESTMENT ADVISOR|$605,917|—|$605,917|

| THE VANGUARD GROUP, INC.|TRUSTEE|$517,491|—|$517,491|

| BENNING GROUP, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [VANGUARD ADVISORS, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — INVESTMENT ADVISOR

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — TRUSTEE

- [BENNING GROUP, LLC](https://planprovider.pro/provider/benning-group-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,123,408

- **Estimated Expense Ratio:** 0.057% of plan assets

### 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|$1,035,608|$1,035,608|—|—|—|

| 2023|$913,449|$913,449|—|—|—|

| 2022|$891,356|$891,356|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/woodward-inc-401k-plan-001)

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