Plan Snapshot
- Plan Sponsor: Family Of Woodstock, INC.
- Sponsor EIN: 141537663
- Sponsor Address: P.O. BOX 3516, KINGSTON, NY, 12402
- Plan Type: 403(b)
- Total Participants: 206
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 206 | $2.6M | $99,861 | $132,986 |
| 2023 | 200 | $2.6M | $95,782 | $113,261 |
| 2022 | 167 | $2.4M | $87,695 | $102,103 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LUTZ, SELIG & ZERONDA, CPS, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $39,758 | $12,279 | $27,479 | — | — |
| 2023 | $35,700 | $11,026 | $24,053 | — | — |
| 2022 | $33,260 | $10,972 | $21,069 | — | $1,219 |