# Woodfords Family Services 403(b) Plan
Source: https://planprovider.pro/companies/woodfords-family-services-010278395-001

> Woodfords Family Services's 403(b) plan: 417 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Woodfords Family Services

- **Sponsor EIN:** 010278395

- **Sponsor Address:** 15 SAUNDERS WAY, WESTBROOK, ME, 04092

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 417

- **Total Assets:** $9.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|417|$9.8M|$503,463|$806,524|

| 2023|404|$8.1M|$441,024|$697,294|

| 2022|394|$6.1M|$346,185|$603,587|

## 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|

| RUNYON,KERSTEEN,AND OUELLETTE|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|$77,539|—|$77,389|—|—|

| 2023|$61,480|—|$61,480|—|—|

| 2022|$44,602|—|—|—|$44,602|

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