Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WOODLAND PARTNERS, INC.
EIN 04-3531186food productionLatest filing 2024
Plans
2
Retirement
2
$31.7M assets
Welfare
0
Participants
66
124 GROVE STREET, SUITE 100 - FRANKLIN, MA 02038508-660-9300woodland-partners.comLinkedIn11-50 employeesfood production
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $31.7M assets / 66 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WOODLAND PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$26.2M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WOODLAND PARTNERS, INC. 401K PLAN
401k
Assets$5.6M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WOODLAND PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $26.2M | 29 | 2024 | |
| 001 | WOODLAND PARTNERS, INC. 401K PLAN | 401k | $5.6M | 37 | 2024 |
Retirement plans