Plan Ledger DOL Form 5500 · updated monthly

The Woodstock Resort Corporation401(k)

THE WOODSTOCK RESORT CORP PROFIT SHARING PLAN · WOODSTOCK, VT · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

The Woodstock Resort Corporation reported $35,863 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. Employer contributions averaged $1,084 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 2 years on file its reported administrative ratio rose from 0.33% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Vermont (156th of 230), and the 625th of 2,240 in accommodation & food services. In 2024, employees put in $2.80 for every $1.00 the employer contributed; active participation has grown from 159 to 221 since 2022.

Plan summary
Net assets, end of year$8,835,580
Participants with balances194
Active participants221
Employer contributions$239,518
Employee contributions$669,894
Employer contribution per active participant$1,084
Average account balance$45,544
Benefits paid to participants$535,230
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 194 accts · $240K emplr
2023$7.5M · 172 accts · $204K emplr
2022$8.2M · 174 accts · $197K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,654
Investment management$24,209
Total administrative$35,863
The The Woodstock Resort Corporation 401(k) match · 2024
Employer contribution per active participant$1,084
Median for plans this size$1,313
2024$1,084 per active participant
2023$1,128 per active participant
2022$1,239 per active participant

The Woodstock Resort Corporation's 2024 employer contribution ran below the $1,313 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$11,653
USI ADVISORS INC · Investment advisory (plan)$24,209

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$35,863 · 0.44%
2023$28,815 · 0.37%
2022$29,453 · 0.33%
Same employer
Similar plansAccommodation & Food Services · Vermont
Carmel Country Club, Inc. NC$8.9M · 0.31%
Homebase Pay Agent, LLC LA$8.8M · 0.00%
Fsi, Inc. WI$8.8M · 0.19%
Sree Hotels, LLC NC$8.8M · 0.86%
Hmr Acquisition Co Inc IN$8.8M · 0.77%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 030220066 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.