Plans listing this provider
49
0.09% of the 56,420 plans with Schedule H financials; 65 in 2023
Providers › Woodbury Financial Services Inc
Woodbury Financial Services Inc
- Service provider, as named on Schedule C
- EIN 410944586
- Plan year 2024
- Direct compensation reported $499,265
Assets of those plans
$2,392,548,307
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$499,265
61% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 28 |
| 99 | Other fees | 14 |
| 55 | Other commissions | 9 |
| 50 | Direct payment from the plan | 8 |
| 49 | Other services | 6 |
| 70 | Consulting fees | 6 |
| 26 | Investment advisory (participants) | 5 |
| 15 | Recordkeeping and information management | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Buildwise | Plan Professionals | $650,180,984 | 11,503 | $2,362 |
| Isolved 401-k Plan | Plan Professionals | $465,689,331 | 24,264 | $12,319 |
| Meriton, LLC 401(k) Profit Sharing Plan | Meriton | $168,357,617 | 1,581 | $78,513 |
| Sonifi Solutions, Inc. 401(k) Plan | Lodgenet Interactive | $95,239,962 | 735 | $12,000 |
| Ho-chunk, Inc. 401(k) Plan | Ho-chunk | $81,957,366 | 1,958 | $41,887 |
| Metrolina Greenhouses, Inc. Profit Sharing Plan | Metrolina Greenhouses | $72,998,516 | 801 | $0 |
| Otto Candies, LLC Retirement Savings Plan | Otto Candies | $65,377,104 | 391 | $0 |
| Homewood Disposal Service, Inc. 401(k) Profit Sharing Plan | Homewood Disposal Service | $61,616,070 | 446 | $0 |
| Caymus Vineyards 401(k) and Profit Sharing Plan | Caymus Vineyards | $53,212,475 | 405 | $15,694 |
| Legacy Professionals LLP 401(k) Plan | Legacy Professionals | $52,921,612 | 219 | $11,245 |
| Insight Investments Corp. 401(k) Profit Sharing Plan | Insight Investments | $46,925,647 | 406 | $45,471 |
| American College of Emergency Physicians 401(k) PS Plan | American College of Emergency Physicians | $42,454,506 | 221 | $0 |
| Brightland Homes, Ltd 401(k) Plan | Brightland Homes | $42,407,007 | 743 | $0 |
| First State Bank 401(k) Profit Sharing and Employee Stock Ownership Plan | First State Bank Gainesville Texas | $38,191,271 | 327 | $0 |
| Bell-carter Foods, LLC Employee Retirement Plan | Bell-carter Foods | $37,807,511 | 312 | $37,455 |
| Seabrook Brothers and Sons, Inc. Profit Sharing Plan | Seabrook Brothers and Sons | $27,345,720 | 252 | $0 |
| New Wincup Holdings, Inc. 401(k) Retirement Savings Plan | New Wincup Holdings | $26,639,276 | 1,131 | $8,513 |
| PSC Biotech Corporation Retirement Plan | PSC Biotech | $25,621,844 | 358 | $0 |
| Delta Electronics (USA) Inc. 401(k) Plan | Delta Electronics (USA) | $24,661,528 | 243 | $7,673 |
| HGC 401(k) Savings Plan | HGC Construction | $23,936,253 | 380 | $33,639 |
| Genomatica, Inc. 401(k) Plan | Genomatica | $21,741,040 | 201 | $31,265 |
| Easter Seals Metropolitan Chicago, Inc. 401(k) Profit Sharing Plan | Easter Seals Metropolitan Chicago | $17,943,496 | 795 | $0 |
| Johnson Service Group, Inc. Retirement Savings Plan - Contract Employees | Johnson Service Group | $17,736,647 | 452 | $0 |
| Avionte, LLC 401(k) Plan | Avionte | $17,555,144 | 483 | $0 |
| Arteris IP 401(k) Plan | Arteris Inc. Arteris IP | $15,138,848 | 134 | $8,325 |
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.