Plan Ledger DOL Form 5500 · updated monthly

The Lodge at Woodloch401(k)

THE LODGE AT WOODLOCH 401K PLAN · HAWLEY, PA · plan year 2023

Reported admin expense ratio · 2023
1.19%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

The Lodge at Woodloch reported $25,895 in plan administrative expenses for 2023: 1.19% of average plan assets, higher than ~90% of peers. Employer contributions averaged $261 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 1.07% to 1.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Pennsylvania (3,293rd of 3,651), and 1,350th of 2,240 in accommodation & food services. In 2023, employees put in $5.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,322,740
Participants with balances99
Active participants194
Employer contributions$50,613
Employee contributions$271,425
Employer contribution per active participant$261
Average account balance$23,462
Benefits paid to participants$349,207
Plan auditUnmodified (clean) audit opinion
AuditorKRONICK KALADA BERDY & CO
Plan history2
Yearassets · accounts · employer contribution
2023$2.3M · 99 accts · $51K emplr
2022$2.0M · 100 accts · $49K emplr
The The Lodge at Woodloch 401(k) match · 2023
Employer contribution per active participant$261
Median for plans this size$1,308
2023$261 per active participant
2022$267 per active participant

The Lodge at Woodloch's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
VICUS CAPITAL · Investment advisory (plan)$6,661
VALLEY FORGE PENSION MANAGEMENT · Contract administrator$3,259
ADVISED ASSETS GROUP · Investment management$1,588

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$25,895 · 1.19%
2022$22,609 · 1.07%
Same employer
Similar plansAccommodation & Food Services · Pennsylvania
P.D.M. Company, Inc. PA$3.1M · 0.02%
Northeast Concepts, Inc. PA$2.8M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203886693 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.