Wood Partners Retirement & Savings Plan
Sponsored by Wood Real Estate Investors, Llc · EIN 582385765 · Plan #001
- Total assets
- $74.4M
- Net assets
- $74.4M
- Active participants
- 420
- With balances
- 592
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| J.P. Morgan Securities Llc CRD 79 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| J.P. Morgan Securities Llc | Investment advisory (plan), Direct payment from the plan | $118,997 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $98,755 |