The Woodbridge Group Retirement Savings Plan — Form 5500 plan (The Woodbridge Group)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Woodbridge Group Retirement Savings Plan is a benefit plan reported by The Woodbridge Group under EIN 39-1505258 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,712 participants and $106,507,893 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$106.5MPlan net assets, end of year$106,507,893
Participants2.7KCovered participants reported2,712
Assets / participant$39.3KComputed: assets ÷ participants$39,273 (computed)
Provider compensation$254.6K3 Schedule C provider row(s)$254,590
- Plan sponsor
- The Woodbridge Group
- EIN
- 39-1505258
- Plan number
- 001
- Plan type
- 3
- Location
- Troy, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,712 | H, C | 20250129114830NAL0015246721001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$106.5M total assets
Net assets$106.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $106,507,893
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,507,893
- Net assets (BOY)
- $98,051,232
Income & contributions
- Employer contributions
- $3,208,517
- Participant contributions
- $6,149,668
- Total contributions
- $9,887,412
- Total income / additions
- $26,366,495
Expenses & distributions
- Benefits paid
- $17,638,388
- Administrative expenses
- $245,590
- Total expenses
- $17,909,834
- Net increase / (decrease)
- $8,456,661
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income67%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $212,040 | $0 | 2023 |
| Alliant Insurance Services, Inc. | INVESTMENT ADVISORY | $25,000 | $0 | 2023 |
| Usi Consulting Group | INVESTMENT ADVISORY | $17,550 | not reported in the loaded dataset | 2023 |