# Family Of Woodstock, INC. 403(b) Plan
Source: https://planprovider.pro/companies/family-of-woodstock-inc-403b-plan

> Family Of Woodstock, INC.'s 403(b) plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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