# Woodward, INC. DB Plan
Source: https://planprovider.pro/companies/woodward-inc-plan-005

> Woodward, INC.'s DB plan: 40 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:** DB

- **Total Participants:** 40

- **Total Assets:** $18.7M

## 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|40|$18.7M|$0|$0|

| 2023|47|$19.7M|$175,000|$0|

| 2022|51|$19.1M|$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|

| MILLIMAN|RECORDKEEPER|$47,647|—|$47,647|

| WILLIS TOWERS WATSON US LLC|ACTUARY|$40,000|—|$40,000|

| FIDUCIENT ADVISORS|INVESTMENT ADVISOR|$28,125|—|$28,125|

| BENNING GROUP, LLC|AUDITOR|$21,900|—|$21,900|

| VANGUARD FIDUCIARY TRUST|TRUSTEE|$10,545|—|$10,545|

### Verified Provider Profiles

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

- [MILLIMAN](https://planprovider.pro/provider/milliman) — RECORDKEEPER

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

- [VANGUARD FIDUCIARY TRUST](https://planprovider.pro/provider/the-vanguard-group-inc) — TRUSTEE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $148,217

- **Estimated Expense Ratio:** 0.793% 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|$225,523|$28,125|$10,545|$21,900|—|

| 2023|$290,045|$16,875|$11,433|$14,200|—|

| 2022|$162,031|$22,500|$10,602|—|$87,841|

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