Plan Snapshot
- Plan Sponsor: The Lodge At Woodloch
- Sponsor EIN: 203886693
- Sponsor Address: 109 RIVER BIRCH LANE, HAWLEY, PA, 18428
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $1,650 | $144,631 |
| 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 | $30,274 | — | $30,274 |
| VICUS CAPITAL | Investment Advisor | $13,322 | — | $13,322 |
| VALLEY FORGE PENSION MANAGEMENT | Other Service Provider | $6,518 | — | $6,518 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,114
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 | — | — | — | — | — |
| 2023 | $25,895 | — | — | — | — |
| 2022 | $22,609 | — | — | — | $22,609 |