# Woodlands Bank 401(k) Plan
Source: https://planprovider.pro/companies/woodlands-bank-401k-plan

> Woodlands Bank's 401(k) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Woodlands Bank

- **Sponsor EIN:** 232579286

- **Sponsor Address:** 2450 EAST 3RD STREET, WILLIAMSPORT, PA, 17701

- **Plan Type:** 401(k)

- **Total Participants:** 107

- **Total Assets:** $11.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|107|$11.9M|$236,251|$532,698|

| 2023|104|$10.4M|$233,326|$515,179|

| 2022|109|$8.7M|$218,778|$468,170|

## 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|

| ALERUS FINANCIAL, N.A,.|NONE|$30,769|—|$30,769|

| LARSON, KELLETT & ASSOCIATES, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALERUS FINANCIAL, N.A,.](https://planprovider.pro/provider/intellicents-inc) — NONE

- [LARSON, KELLETT & ASSOCIATES, P.C.](https://planprovider.pro/provider/larson-kellett-and-associates-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,769

- **Estimated Expense Ratio:** 0.258% 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|$30,527|—|—|—|—|

| 2023|$28,627|—|—|—|—|

| 2022|$30,647|—|—|—|—|

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