Plan Ledger DOL Form 5500 · updated monthly

Woodbury Corporation401(k)

WOODBURY CORPORATION 401(K) PROFIT SHARING PLAN · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Woodbury Corporation reported $102,338 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $384 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 fell from 0.68% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 304th-largest of 848 plans among Utah employers on file, and 3,068th of 4,798 in finance & insurance. In 2024, employees put in $4.33 for every $1.00 the employer contributed; active participation has grown from 837 to 957 since 2022.

Plan summary
Net assets, end of year$19,931,174
Participants with balances327
Active participants957
Employer contributions$367,924
Employee contributions$1,591,714
Employer contribution per active participant$384
Average account balance$60,952
Benefits paid to participants$1,398,392
Plan auditUnmodified (clean) audit opinion
AuditorWSRP
Plan history3
Yearassets · accounts · employer contribution
2024$19.9M · 327 accts · $368K emplr
2023$17.4M · 299 accts · $345K emplr
2022$13.7M · 284 accts · $321K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,709
Investment management$38,629
Total administrative$102,338
The Woodbury Corporation 401(k) match · 2024
Employer contribution per active participant$384
Median for plans this size$2,416
2024$384 per active participant
2023$392 per active participant
2022$383 per active participant

Woodbury Corporation's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$63,709
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$38,629
CHARLES SCHWAB · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$102,338 · 0.55%
2023$100,419 · 0.65%
2022$97,205 · 0.68%
Same employer
Similar plansFinance & Insurance · Utah
Cyprus Federal Credit Union UT$23.4M · 0.42%
Cache Valley Bank UT$22.4M · 0.40%
Wcf Mutual Insurance Co. UT$20.2M · 0.02%
Intercap Lending, Inc. UT$19.1M · 0.55%
Gps Capital Markets, Inc. UT$17.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870195170 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.