# Woodland Pond 403(b) Plan
Source: https://planprovider.pro/companies/woodland-pond-403b-plan

> Woodland Pond's 403(b) plan: 373 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| BENEFIT PLANS ADMIN SERVICES, INC.|N/A|$15,167|—|$15,167|

| HEALTHCARE COMMUNITY SECURITIES COR|N/A|$9,405|—|$9,405|

| MENGEL, METZGER, BARR & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BENEFIT PLANS ADMIN SERVICES, INC.](https://planprovider.pro/provider/bpas) — N/A

- [MENGEL, METZGER, BARR & CO. LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $24,572

- **Estimated Expense Ratio:** 0.582% 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|$24,572|$14,915|$8,264|—|—|

| 2023|$19,221|$11,228|$6,848|—|—|

| 2022|$14,911|$7,161|$7,119|—|—|

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