Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 32 in 2023
Providers › Woodbury Financial Services Inc
Woodbury Financial Services Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $91,452
Assets of those plans
$339,976,120
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$91,452
52% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 55 | Other commissions | 10 |
| 27 | Investment advisory (plan) | 6 |
| 99 | Other fees | 3 |
| 26 | Investment advisory (participants) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Hoffer Plastics Corporation Profit Sharing and 401(k) Plan | Hoffer Plastics | $62,184,469 | 381 | $26,508 |
| The White Oak 401(k) Plan | White Oak Global Advisors | $48,071,743 | 314 | $11,136 |
| General Datatech, LP 401(k) Plan | General Datatech | $47,521,449 | 723 | $0 |
| Dauby O'connor & Zaleski, LLC Retirement Plan | Dauby O'connor & Zaleski | $33,229,360 | 335 | $0 |
| Vyne 401(k) Retirement Plan | National Electronic Attachment | $27,544,477 | 557 | $7,716 |
| High Point Networks, LLC 401(k) & Profit Sharing Plan | High Point Networks | $20,838,181 | 199 | $9,768 |
| Vizance, Inc. 401(k) Profit Sharing Plan | Vizance | $20,577,124 | 285 | $0 |
| Hallmark Building Supplies, Inc. 401(k) Plan | Hallmark Building Supplies | $11,913,653 | 149 | $0 |
| Aurora Community Services, Inc. 401(k) and Employee Stock Ownership Plan | Aurora Community Services | $10,879,552 | 473 | $15,682 |
| Gulfspan Industrial, LLC 401(k) Retirement Plan | Gulfspan Industrial | $10,651,118 | 234 | $0 |
| The Brewer Company LLC 401(k) Savings Plan | Brewer | $9,016,271 | 154 | $0 |
| Paul Hobbs Winery, LP 401(k) Safe Harbor Plan | Paul Hobbs Winery | $7,771,136 | 106 | $3,783 |
| Doral Corporation & Doral Equipment Corp. 401(k) Profit Sharing Plan | Doral | $7,326,248 | 144 | $0 |
| Dupper Landscape, Inc. 401(k) and Profit Sharing Plan | Dupper Landscape | $6,689,054 | 110 | $0 |
| Clearwing Productions, Inc. 401(k) Plan | Clearwing Productions | $4,940,476 | 220 | $0 |
| ITC Defense Corp 401(k) Profit Sharing Plan | ITC Defense | $4,847,874 | 205 | $4,805 |
| SO. Cal. Dental Partners, Inc. Retirement Plan | SO. Cal. Dental Partners | $3,932,615 | 163 | $2,541 |
| DX MSO PLLC 401(k) Profit Sharing Plan and Trust | DX MSO | $2,041,320 | 162 | $5,118 |
| Hilgartwilson, LLC 401(k) Plan | Hilgartwilson | $0 | 0 | $4,395 |
| Pack Automotive Group 401(k) Plan | Pack Automotive Group | $0 | 0 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.