Plan Snapshot
- Plan Sponsor: The Lodge At Woodloch
- Sponsor EIN: 203886693
- Sponsor Address: 109 RIVER BIRCH LANE, HAWLEY, PA, 18428
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 194
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 194 | $2.3M | $50,613 | $271,425 |
| 2022 | 185 | $2.0M | $49,414 | $259,341 |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | Recordkeeper | $15,137 | — | $15,137 |
| VICUS CAPITAL | Investment Advisor | $6,661 | — | $6,661 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VICUS CAPITAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,798
- Estimated Expense Ratio: 0.938% of plan assets
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 |
|---|---|---|---|---|---|
| 2023 | $25,895 | — | — | — | — |
| 2022 | $22,609 | — | — | — | $22,609 |