Plan Snapshot
- Plan Sponsor: Woodland Pond
- Sponsor EIN: 300164277
- Sponsor Address: 100 WOODLAND POND CIRCLE, NEW PALTZ, NY, 125616404
- Plan Type: 403(b)
- Total Participants: 373
- Total Assets: $4.2M
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 | 373 | $4.2M | $367,305 | $576,135 |
| 2023 | 362 | $3.2M | $106,323 | $377,547 |
| 2022 | 354 | $2.5M | $94,604 | $274,960 |
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 |
|---|---|---|---|---|
| MENGEL, METZGER, BARR & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL, METZGER, BARR & CO. 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 | $24,572 | $14,915 | $8,264 | — | — |
| 2023 | $19,221 | $11,228 | $6,848 | — | — |
| 2022 | $14,911 | $7,161 | $7,119 | — | — |