Plan Snapshot
- Plan Sponsor: Woodbury Corporation
- Sponsor EIN: 870195170
- Sponsor Address: 2733 EAST PARLEYS WAY, SALT LAKE CITY, UT, 84109
- Plan Type: 401(k)
- Total Participants: 957
- Total Assets: $19.9M
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 | 957 | $19.9M | $367,924 | $1.6M |
| 2023 | 880 | $17.4M | $345,161 | $1.5M |
| 2022 | 837 | $13.7M | $320,587 | $1.2M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $63,709 | — | $63,709 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Recordkeeper | $38,629 | — | $38,629 |
| CHARLES SCHWAB | Recordkeeper | — | $6,926 | $6,926 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- ONEDIGITAL INVESTMENT ADVISORS LLC — Recordkeeper
- CHARLES SCHWAB — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,264
- Estimated Expense Ratio: 0.548% 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 |
|---|---|---|---|---|---|
| 2024 | $102,338 | $38,629 | $63,709 | — | — |
| 2023 | $100,419 | $32,055 | $68,364 | — | — |
| 2022 | $97,205 | — | $97,205 | — | — |