# Woodloch Pines, INC. 401(k) Plan
Source: https://planprovider.pro/companies/woodloch-pines-inc-401k-plan

> Woodloch Pines, INC.'s 401(k) plan: 900 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Woodloch Pines, INC.

- **Sponsor EIN:** 240857870

- **Sponsor Address:** 109 RIVER BIRCH LANE, HAWLEY, PA, 18428

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

- **Total Participants:** 900

- **Total Assets:** $16.1M

## 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|900|$16.1M|$228,562|$1.1M|

| 2023|436|$12.0M|$127,216|$710,306|

| 2022|420|$9.9M|$123,820|$672,270|

## 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|

| VICUS CAPITAL|INVESTMENT ADVISOR|$41,889|—|$41,889|

| EMPOWER ANNUITY INSURANCE CO OF AME|RECORDKEEPER|$30,518|—|$30,518|

| VALLEY FORGE PENSION MANAGEMENT|CONTRACT ADMIN|$13,163|—|$13,163|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$7,693|—|$7,693|

| KRONICK,KALADA & BERDY & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KRONICK,KALADA & BERDY & CO.](https://planprovider.pro/provider/kronick-kalada-berdy-and-co-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,263

- **Estimated Expense Ratio:** 0.579% 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|$92,138|—|—|—|—|

| 2023|$66,953|—|—|—|—|

| 2022|$64,405|—|—|—|$64,405|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/woodloch-pines-inc-401k-plan)

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