2023 Form 5500 filing — The Woodbridge Group Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250129114830NAL0015246721001) for The Woodbridge Group Retirement Savings Plan, reported by The Woodbridge Group under EIN 39-1505258 and plan number 001. It reports 2,712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$106.5MReported net assets$106,507,893
Participants2.7K2,712
Provider compensation$254.6K3 Schedule C row(s)$254,590
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250129114830NAL0015246721001
- Plan sponsor
- The Woodbridge Group
- EIN
- 39-1505258
- Plan number
- 001
- Location
- Troy, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$106.5M total assets
Net assets$106.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $106,507,893
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,507,893
- Employer contributions
- $3,208,517
- Participant contributions
- $6,149,668
- Total income / additions
- $26,366,495
- Benefits paid
- $17,638,388
- Administrative expenses
- $245,590
- Total expenses
- $17,909,834
- Net increase / (decrease)
- $8,456,661
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $212,040 | $0 |
| Alliant Insurance Services, Inc. | INVESTMENT ADVISORY | $25,000 | $0 |
| Usi Consulting Group | INVESTMENT ADVISORY | $17,550 | not reported in the loaded dataset |