Plan Snapshot
- Plan Sponsor: The Woodstock Resort Corporation
- Sponsor EIN: 030220066
- Sponsor Address: 14 THE GREEN, WOODSTOCK, VT, 050911298
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 221 | $8.8M | $239,518 | $669,894 |
| 2023 | 181 | $7.5M | $204,229 | $542,473 |
| 2022 | 159 | $8.2M | $196,922 | $562,771 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES LLP — Auditor
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 | $35,863 | $24,209 | $11,654 | — | — |
| 2023 | $28,815 | $24,916 | $3,899 | — | — |
| 2022 | $29,453 | $25,387 | $4,066 | — | — |