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Sponsor portfolio

DOUG WOODWARD HEATING, INC.

EIN 02-0657449-Construction-Latest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
82
P.O. BOX 13610 - SALEM, OR 97306503-448-4328
Plans on this EIN
2 filings
#001401k-$1.5M - 40 part#002CashBalance-$399K - 42 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 82 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • WOODWARD HEATING 401(K) (#001)79%
  • CASH BALANCE PLAN (#002)21%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)42
  • WOODWARD HEATING 401(K) (#001)40
Total 82Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WOODWARD HEATING 401(K) PLAN

401k

Assets$1.5M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WOODWARD HEATING CASH BALANCE PLAN

CashBalance

Assets$399K
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WOODWARD HEATING 401(K) PLAN401k$1.5M402024
002WOODWARD HEATING CASH BALANCE PLANCashBalance$399K422024
Retirement plans
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