Plan Snapshot
- Plan Sponsor: Woodward Management Partners LLC
- Sponsor EIN: 261465929
- Sponsor Address: 12 PIEDMONT CENTER, SUITE 100, ATLANTA, GA, 30305
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $3.0M
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 | 204 | $3.0M | $425,153 | $614,007 |
| 2023 | 194 | $1.9M | $128,594 | $450,286 |
| 2022 | 125 | $1.4M | $0 | $397,869 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $32,914 | — | $32,914 |
| APRIO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,914
- Estimated Expense Ratio: 1.094% 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 | $32,915 | — | $32,915 | — | — |
| 2023 | $11,843 | — | $11,843 | — | — |
| 2022 | $10,266 | $2,029 | $7,220 | — | $1,017 |